Financial Plan Inc. Increases Stake in Avantis U.S. Equity ETF $AVUS

Financial Plan Inc. boosted its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 4.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,393,958 shares of the company’s stock after purchasing an additional 58,317 shares during the quarter. Avantis U.S. Equity ETF makes up about 16.6% of Financial Plan Inc.’s investment portfolio, making the stock its largest holding. Financial Plan Inc.’s holdings in Avantis U.S. Equity ETF were worth $154,980,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of AVUS. CPC Advisors LLC lifted its holdings in Avantis U.S. Equity ETF by 1.4% in the fourth quarter. CPC Advisors LLC now owns 488,010 shares of the company’s stock worth $54,550,000 after acquiring an additional 6,820 shares during the last quarter. Tandemgrowth Financial Advisors LLC acquired a new position in Avantis U.S. Equity ETF in the fourth quarter valued at approximately $34,880,000. Leo Wealth LLC grew its holdings in shares of Avantis U.S. Equity ETF by 81.0% during the fourth quarter. Leo Wealth LLC now owns 483,817 shares of the company’s stock valued at $54,104,000 after purchasing an additional 216,502 shares during the last quarter. Signature Resources Capital Management LLC grew its holdings in shares of Avantis U.S. Equity ETF by 5.6% during the fourth quarter. Signature Resources Capital Management LLC now owns 271,612 shares of the company’s stock valued at $30,361,000 after purchasing an additional 14,461 shares during the last quarter. Finally, Revolve Wealth Partners LLC acquired a new stake in shares of Avantis U.S. Equity ETF during the 4th quarter worth approximately $1,835,000.

Avantis U.S. Equity ETF Trading Down 0.3%

Shares of NYSEARCA AVUS opened at $127.09 on Friday. The company has a market cap of $13.64 billion, a price-to-earnings ratio of 20.35 and a beta of 0.99. Avantis U.S. Equity ETF has a 12-month low of $100.71 and a 12-month high of $128.86. The stock’s 50 day simple moving average is $125.42 and its 200 day simple moving average is $118.31.

Avantis U.S. Equity ETF Company Profile

The Avantis U.S. Equity ETF (AVUS) is an exchange-traded fund that is based on the Russell 3000 index. The fund is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies. AVUS was launched on Sep 24, 2019 and is managed by American Century Investments.