Quantum Financial Advisors LLC Has $116.24 Million Holdings in Avantis U.S. Equity ETF $AVUS

Quantum Financial Advisors LLC increased its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 3.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 907,573 shares of the company’s stock after acquiring an additional 29,427 shares during the period. Avantis U.S. Equity ETF comprises about 10.1% of Quantum Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. Quantum Financial Advisors LLC owned 0.84% of Avantis U.S. Equity ETF worth $116,242,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in AVUS. Align Financial LLC acquired a new stake in Avantis U.S. Equity ETF during the fourth quarter valued at approximately $4,024,752,000. HB Wealth Management LLC raised its holdings in shares of Avantis U.S. Equity ETF by 9.4% in the 1st quarter. HB Wealth Management LLC now owns 5,744,706 shares of the company’s stock worth $638,692,000 after buying an additional 495,876 shares in the last quarter. Maseco LLP bought a new position in shares of Avantis U.S. Equity ETF during the 1st quarter worth approximately $259,864,000. Focus Partners Wealth lifted its position in shares of Avantis U.S. Equity ETF by 2.7% during the 4th quarter. Focus Partners Wealth now owns 1,979,602 shares of the company’s stock worth $221,280,000 after buying an additional 52,018 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in Avantis U.S. Equity ETF by 145.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,750,845 shares of the company’s stock valued at $195,709,000 after buying an additional 1,036,918 shares in the last quarter.

Avantis U.S. Equity ETF Price Performance

Shares of NYSEARCA:AVUS opened at $131.18 on Friday. The business’s fifty day moving average price is $127.45 and its two-hundred day moving average price is $120.97. Avantis U.S. Equity ETF has a fifty-two week low of $103.22 and a fifty-two week high of $132.19. The stock has a market capitalization of $14.40 billion, a price-to-earnings ratio of 20.35 and a beta of 0.99.

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.