Annex Advisory Services LLC Raises Stock Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Annex Advisory Services LLC increased its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,563,572 shares of the company’s stock after buying an additional 169,636 shares during the quarter. Avantis U.S. Equity ETF accounts for approximately 10.4% of Annex Advisory Services LLC’s holdings, making the stock its largest holding. Annex Advisory Services LLC owned 4.94% of Avantis U.S. Equity ETF worth $345,417,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of AVUS. Simplicity Wealth LLC boosted its position in Avantis U.S. Equity ETF by 837.3% during the 3rd quarter. Simplicity Wealth LLC now owns 629,361 shares of the company’s stock worth $59,884,000 after acquiring an additional 562,213 shares during the last quarter. McGlone Suttner Wealth Management Inc. boosted its stake in shares of Avantis U.S. Equity ETF by 2,221.3% during the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 345,642 shares of the company’s stock worth $32,888,000 after acquiring an additional 330,752 shares during the period. Ridgeline Wealth LLC acquired a new position in shares of Avantis U.S. Equity ETF in the fourth quarter valued at $26,663,000. Smith Anglin Financial LLC lifted its position in Avantis U.S. Equity ETF by 45.6% during the third quarter. Smith Anglin Financial LLC now owns 846,295 shares of the company’s stock worth $80,525,000 after acquiring an additional 265,209 shares during the last quarter. Finally, Rockefeller Capital Management L.P. grew its holdings in Avantis U.S. Equity ETF by 333.9% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 214,008 shares of the company’s stock valued at $20,363,000 after buying an additional 164,689 shares in the last quarter.

Avantis U.S. Equity ETF Stock Up 0.8 %

NYSEARCA AVUS opened at $99.85 on Monday. The company has a market capitalization of $7.20 billion, a P/E ratio of 17.22 and a beta of 1.00. Avantis U.S. Equity ETF has a 12-month low of $79.88 and a 12-month high of $102.23. The firm has a 50-day moving average price of $99.32 and a two-hundred day moving average price of $95.36.

Avantis U.S. Equity ETF 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.