Arkadios Wealth Advisors Invests in Avantis U.S. Small Cap Value ETF

On October 29, 2024, it was reported that Arkadios Wealth Advisors acquired shares in the Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) during the third quarter. This new investment included the purchase of 9,089 shares, which amounts to an estimated value of around $872,000.

A variety of other hedge funds and institutional investors have also engaged in buying and selling shares of the Avantis U.S. Small Cap Value ETF. Notably, NBC Securities Inc. increased its stake in AVUV by 97.6% in the third quarter, acquiring 324 shares valued at $31,000 after adding 160 shares during that time. Sunbelt Securities Inc. also ramped up its holdings by 111.2% in the first quarter, reaching ownership of 435 shares worth $41,000 after purchasing an additional 229 shares.

Additionally, Ashton Thomas Private Wealth LLC made a new investment in the second quarter, acquiring shares worth approximately $44,000. IAG Wealth Partners LLC similarly purchased shares valued at around $53,000 in the same quarter. ICA Group Wealth Management LLC also grew its holdings in the Avantis U.S. Small Cap Value ETF by 45.9% during the second quarter, now owning 820 shares worth $74,000 after buying an extra 258 shares during that period.

Performance of Avantis U.S. Small Cap Value ETF

The shares of AVUV were trading at $96.37 on Tuesday. Over the past year, the ETF's price has ranged between a low of $73.25 and a high of $101.57. Currently, the 50-day moving average price stands at $94.75, while the 200-day moving average price is at $92.61. The company boasts a market capitalization of $11.62 billion, a price-to-earnings ratio of 7.76, and a beta of 1.14.

Overview of Avantis U.S. Small Cap Value ETF

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that tracks the Russell 2000 Value index. This actively-managed fund invests in U.S. small-cap value companies selected based on fundamental analysis. It was launched on September 24, 2019, and is managed by American Century Investments.

Additional Insights

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