Northwest Wealth Management LLC Increases Stake in Avantis U.S. Small Cap Equity ETF $AVSC

Northwest Wealth Management LLC raised its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 9.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 116,123 shares of the company’s stock after buying an additional 10,370 shares during the period. Avantis U.S. Small Cap Equity ETF comprises about 1.1% of Northwest Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest holding. Northwest Wealth Management LLC owned approximately 0.34% of Avantis U.S. Small Cap Equity ETF worth $6,648,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AVSC. Evolution Wealth Management Inc. purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the second quarter valued at about $25,000. Osaic Holdings Inc. increased its position in shares of Avantis U.S. Small Cap Equity ETF by 111.2% during the second quarter. Osaic Holdings Inc. now owns 2,969 shares of the company’s stock valued at $153,000 after acquiring an additional 1,563 shares in the last quarter. McElhenny Sheffield Capital Management LLC bought a new position in Avantis U.S. Small Cap Equity ETF in the 2nd quarter valued at approximately $188,000. Summit Financial Wealth Advisors LLC purchased a new stake in Avantis U.S. Small Cap Equity ETF during the 3rd quarter valued at $225,000. Finally, Hutchens & Kramer Investment Management Group LLC purchased a new stake in Avantis U.S. Small Cap Equity ETF during the 2nd quarter valued at $226,000.

Avantis U.S. Small Cap Equity ETF Stock Down 0.1%

Avantis U.S. Small Cap Equity ETF stock opened at $59.71 on Monday. The business has a 50-day simple moving average of $57.84 and a two-hundred day simple moving average of $55.66. Avantis U.S. Small Cap Equity ETF has a 52-week low of $41.58 and a 52-week high of $61.23. The company has a market cap of $2.06 billion, a P/E ratio of 14.03 and a beta of 1.10.

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.