Retirement Financial Solutions LLC Acquires 6,967 Shares of Avantis U.S. Small Cap Equity ETF $AVSC

Retirement Financial Solutions LLC increased its holdings in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 1.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 376,850 shares of the company’s stock after purchasing an additional 6,967 shares during the period. Avantis U.S. Small Cap Equity ETF makes up 6.7% of Retirement Financial Solutions LLC’s portfolio, making the stock its 3rd biggest position. Retirement Financial Solutions LLC owned approximately 0.96% of Avantis U.S. Small Cap Equity ETF worth $23,478,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Value Investment Professionals LLC bought a new stake in Avantis U.S. Small Cap Equity ETF during the 1st quarter worth approximately $800,000. HB Wealth Management LLC lifted its stake in Avantis U.S. Small Cap Equity ETF by 0.7% in the first quarter. HB Wealth Management LLC now owns 27,927 shares of the company’s stock valued at $1,740,000 after buying an additional 195 shares in the last quarter. World Investment Advisors boosted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 43.3% in the first quarter. World Investment Advisors now owns 5,945 shares of the company’s stock valued at $370,000 after buying an additional 1,795 shares during the period. Private Advisor Group LLC boosted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 32.7% in the first quarter. Private Advisor Group LLC now owns 5,009 shares of the company’s stock valued at $312,000 after buying an additional 1,235 shares during the period. Finally, Axis Wealth Partners LLC boosted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 9.9% in the first quarter. Axis Wealth Partners LLC now owns 14,295 shares of the company’s stock valued at $891,000 after buying an additional 1,283 shares during the period.

Avantis U.S. Small Cap Equity ETF Price Performance

Shares of AVSC stock opened at $72.63 on Friday. Avantis U.S. Small Cap Equity ETF has a 12-month low of $50.78 and a 12-month high of $73.99. The firm has a fifty day moving average of $69.35 and a 200-day moving average of $65.12. The company has a market capitalization of $3.01 billion, a price-to-earnings ratio of 14.03 and a beta of 1.02.

Avantis U.S. Small Cap Equity ETF Company Profile

The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.