Integrated Wealth Concepts LLC Boosts Stake in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Posted by Wayne Rhoads on Apr 30th, 2025

Integrated Wealth Concepts LLC boosted its stake in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 81.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,389 shares of the company’s stock after acquiring an additional 6,480 shares during the period. Integrated Wealth Concepts LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $1,389,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Synergy Investment Management LLC acquired a new position in shares of Avantis U.S. Small Cap Value ETF in the fourth quarter valued at approximately $47,000. Comprehensive Financial Planning Inc. PA purchased a new stake in Avantis U.S. Small Cap Value ETF during the fourth quarter worth approximately $61,000. Crowley Wealth Management Inc. purchased a new stake in Avantis U.S. Small Cap Value ETF during the 4th quarter worth $106,000. Cullen Frost Bankers Inc. purchased a new position in Avantis U.S. Small Cap Value ETF in the fourth quarter valued at about $147,000. Finally, First Horizon Advisors Inc. acquired a new position in Avantis U.S. Small Cap Value ETF during the 4th quarter worth approximately $174,000.

Avantis U.S. Small Cap Value ETF Stock Performance

NYSEARCA:AVUV opened at $83.56 on Wednesday. Avantis U.S. Small Cap Value ETF has a one year low of $74.00 and a one year high of $107.64. The business’s 50-day simple moving average is $85.28 and its 200 day simple moving average is $94.36. The stock has a market cap of $14.17 billion, a price-to-earnings ratio of 10.80 and a beta of 1.15.

Avantis U.S. Small Cap Value ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, March 27th. Investors of record on Tuesday, March 25th were issued a $0.3389 dividend. The ex-dividend date of this dividend was Tuesday, March 25th.

Avantis U.S. Small Cap Value ETF Profile

(Free Report)

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.