Avantis U.S. Small Cap Equity ETF $AVSC is Retirement Financial Solutions LLC’s 2nd Largest Position

Retirement Financial Solutions LLC increased its position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 31.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 369,883 shares of the company’s stock after acquiring an additional 88,959 shares during the period. Avantis U.S. Small Cap Equity ETF comprises approximately 6.4% of Retirement Financial Solutions LLC’s holdings, making the stock its 2nd largest position. Retirement Financial Solutions LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $21,727,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV raised its holdings in Avantis U.S. Small Cap Equity ETF by 2.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 14,080,549 shares of the company’s stock worth $806,685,000 after acquiring an additional 341,562 shares during the last quarter. Mason Investment Advisory Services Inc. raised its holdings in Avantis U.S. Small Cap Equity ETF by 2.7% in the 4th quarter. Mason Investment Advisory Services Inc. now owns 3,607,787 shares of the company’s stock worth $211,921,000 after acquiring an additional 96,254 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Avantis U.S. Small Cap Equity ETF by 5.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,381 shares of the company’s stock worth $68,396,000 after acquiring an additional 56,697 shares during the last quarter. Wealth Management Nebraska raised its holdings in Avantis U.S. Small Cap Equity ETF by 11.6% in the 4th quarter. Wealth Management Nebraska now owns 1,010,452 shares of the company’s stock worth $59,354,000 after acquiring an additional 105,187 shares during the last quarter. Finally, Cambridge Associates LLC MA ADV raised its holdings in Avantis U.S. Small Cap Equity ETF by 1,420.1% in the 3rd quarter. Cambridge Associates LLC MA ADV now owns 837,617 shares of the company’s stock worth $47,954,000 after acquiring an additional 782,514 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Price Performance

Shares of NYSEARCA AVSC opened at $71.22 on Monday. Avantis U.S. Small Cap Equity ETF has a twelve month low of $49.58 and a twelve month high of $71.69. The firm has a market cap of $2.81 billion, a P/E ratio of 14.03 and a beta of 1.04. The company has a 50 day moving average of $67.50 and a 200 day moving average of $63.83.

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.