Francis Financial Inc. Acquires New Position in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Francis Financial Inc. bought a new position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,570 shares of the company’s stock, valued at approximately $249,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in AVUS. International Assets Investment Management LLC bought a new position in Avantis U.S. Equity ETF in the 4th quarter valued at approximately $319,000. Fortitude Family Office LLC raised its stake in shares of Avantis U.S. Equity ETF by 127.5% in the fourth quarter. Fortitude Family Office LLC now owns 2,275 shares of the company’s stock worth $221,000 after purchasing an additional 1,275 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Avantis U.S. Equity ETF by 1.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 641,509 shares of the company’s stock valued at $61,040,000 after purchasing an additional 9,027 shares in the last quarter. Paragon Advisors LLC lifted its holdings in shares of Avantis U.S. Equity ETF by 62.0% during the fourth quarter. Paragon Advisors LLC now owns 9,229 shares of the company’s stock valued at $895,000 after purchasing an additional 3,531 shares in the last quarter. Finally, Ehrlich Financial Group boosted its position in shares of Avantis U.S. Equity ETF by 1.5% during the fourth quarter. Ehrlich Financial Group now owns 94,032 shares of the company’s stock valued at $9,114,000 after buying an additional 1,400 shares during the last quarter.

Avantis U.S. Equity ETF Stock Performance

NYSEARCA AVUS opened at $92.76 on Friday. The company has a market capitalization of $7.70 billion, a price-to-earnings ratio of 19.26 and a beta of 1.03. The stock has a 50-day moving average of $90.39 and a 200 day moving average of $96.12. Avantis U.S. Equity ETF has a one year low of $79.20 and a one year high of $102.23.

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.