Mendota Financial Group LLC Has $5.11 Million Stock Position in Avantis U.S. Small Cap Equity ETF $AVSC

Mendota Financial Group LLC increased its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 22.4% during the second quarter, Holdings Channel reports. The institutional investor owned 69,707 shares of the company’s stock after purchasing an additional 12,753 shares during the period. Avantis U.S. Small Cap Equity ETF comprises about 3.2% of Mendota Financial Group LLC’s portfolio, making the stock its 13th largest holding. Mendota Financial Group LLC’s holdings in Avantis U.S. Small Cap Equity ETF were worth $5,112,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. HB Wealth Management LLC grew its stake in Avantis U.S. Small Cap Equity ETF by 0.7% in the first quarter. HB Wealth Management LLC now owns 27,927 shares of the company’s stock valued at $1,740,000 after acquiring an additional 195 shares during the period. Summit Financial Wealth Advisors LLC raised its position in shares of Avantis U.S. Small Cap Equity ETF by 5.8% during the first quarter. Summit Financial Wealth Advisors LLC now owns 3,867 shares of the company’s stock worth $241,000 after purchasing an additional 212 shares during the period. Clune & Associates LTD. raised its position in shares of Avantis U.S. Small Cap Equity ETF by 1.8% during the fourth quarter. Clune & Associates LTD. now owns 15,391 shares of the company’s stock worth $904,000 after purchasing an additional 269 shares during the period. EverSource Wealth Advisors LLC raised its position in shares of Avantis U.S. Small Cap Equity ETF by 100.0% during the first quarter. EverSource Wealth Advisors LLC now owns 672 shares of the company’s stock worth $42,000 after purchasing an additional 336 shares during the period. Finally, Rothschild Investment LLC lifted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 576.9% in the 4th quarter. Rothschild Investment LLC now owns 440 shares of the company’s stock worth $26,000 after purchasing an additional 375 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Trading Down 0.6%

NYSEARCA AVSC opened at $73.96 on Tuesday. The company has a fifty day simple moving average of $71.94 and a 200 day simple moving average of $67.40. Avantis U.S. Small Cap Equity ETF has a 12-month low of $52.56 and a 12-month high of $75.15. The company has a market cap of $3.11 billion, a P/E ratio of 14.03 and a beta of 1.02.

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.