EverSource Wealth Advisors LLC Has $1.80 Million Position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Posted by Doug Wharley on Mar 13th, 2025

EverSource Wealth Advisors LLC boosted its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 30.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,683 shares of the company’s stock after purchasing an additional 4,404 shares during the period. EverSource Wealth Advisors LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $1,804,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Synergy Investment Management LLC acquired a new position in Avantis U.S. Small Cap Value ETF in the 4th quarter worth about $47,000. Comprehensive Financial Planning Inc. PA acquired a new position in Avantis U.S. Small Cap Value ETF in the 4th quarter worth about $61,000. Cullen Frost Bankers Inc. acquired a new position in Avantis U.S. Small Cap Value ETF in the 4th quarter worth about $147,000. First Horizon Advisors Inc. acquired a new position in Avantis U.S. Small Cap Value ETF in the 4th quarter worth about $174,000. Finally, First PREMIER Bank increased its holdings in Avantis U.S. Small Cap Value ETF by 11.9% in the 4th quarter. First PREMIER Bank now owns 2,083 shares of the company’s stock worth $201,000 after purchasing an additional 221 shares in the last quarter.

Avantis U.S. Small Cap Value ETF Trading Down 0.3 %

Shares of AVUV stock opened at $86.11 on Thursday. The stock has a market cap of $14.36 billion, a price-to-earnings ratio of 7.76 and a beta of 1.28. The stock has a 50-day moving average of $95.72 and a 200-day moving average of $97.10. Avantis U.S. Small Cap Value ETF has a 1-year low of $85.49 and a 1-year high of $107.64.

Avantis U.S. Small Cap Value ETF Company Profile

(Free Report)

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.