Wheelhouse Advisory Group LLC Has $6.09 Million Stake in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Wheelhouse Advisory Group LLC increased its stake in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 6.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 112,749 shares of the company’s stock after purchasing an additional 6,657 shares during the quarter. Avantis U.S. Small Cap Equity ETF accounts for 4.0% of Wheelhouse Advisory Group LLC’s holdings, making the stock its 10th biggest holding. Wheelhouse Advisory Group LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $6,091,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Envestnet Asset Management Inc. lifted its stake in Avantis U.S. Small Cap Equity ETF by 11.4% in the second quarter. Envestnet Asset Management Inc. now owns 10,630,989 shares of the company’s stock worth $530,593,000 after purchasing an additional 1,086,543 shares during the last quarter. West Paces Advisors Inc. lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 8,128.0% during the 2nd quarter. West Paces Advisors Inc. now owns 246,839 shares of the company’s stock worth $12,320,000 after acquiring an additional 243,839 shares during the last quarter. Pacific Life Fund Advisors LLC grew its position in Avantis U.S. Small Cap Equity ETF by 169.4% in the 3rd quarter. Pacific Life Fund Advisors LLC now owns 267,190 shares of the company’s stock valued at $14,434,000 after acquiring an additional 168,005 shares during the last quarter. Simplicity Wealth LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 823.4% in the third quarter. Simplicity Wealth LLC now owns 151,138 shares of the company’s stock worth $8,164,000 after purchasing an additional 134,770 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of Avantis U.S. Small Cap Equity ETF by 12.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 733,492 shares of the company’s stock worth $36,609,000 after purchasing an additional 79,488 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Price Performance

Avantis U.S. Small Cap Equity ETF stock opened at $53.45 on Monday. The stock has a market cap of $1.07 billion, a price-to-earnings ratio of 10.76 and a beta of 1.18. The firm has a 50-day moving average of $53.52 and a two-hundred day moving average of $52.04. Avantis U.S. Small Cap Equity ETF has a 1 year low of $42.17 and a 1 year high of $57.31.

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.