WMS Partners LLC Has $617,000 Holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

WMS Partners LLC lessened its holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 3.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,980 shares of the company’s stock after selling 557 shares during the period. WMS Partners LLC owned about 0.29% of Avantis U.S. Small Cap Equity ETF worth $617,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Annapolis Financial Services LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 77.7% in the 1st quarter. Annapolis Financial Services LLC now owns 1,750 shares of the company’s stock valued at $77,000 after buying an additional 765 shares during the last quarter. American Century Companies Inc. purchased a new stake in Avantis U.S. Small Cap Equity ETF in the 1st quarter valued at about $239,000. Index Fund Advisors Inc. purchased a new stake in Avantis U.S. Small Cap Equity ETF in the 1st quarter valued at about $264,000. Canvas Wealth Advisors LLC purchased a new stake in shares of Avantis U.S. Small Cap Equity ETF during the 1st quarter worth approximately $303,000. Finally, Chicago Partners Investment Group LLC purchased a new stake in shares of Avantis U.S. Small Cap Equity ETF during the 1st quarter worth approximately $314,000.

Avantis U.S. Small Cap Equity ETF Trading Up 0.5 %

Shares of AVSC stock traded up $0.24 during trading hours on Wednesday, hitting $46.40. 238 shares of the company were exchanged, compared to its average volume of 60,729. The firm has a fifty day simple moving average of $47.13 and a 200 day simple moving average of $45.06. Avantis U.S. Small Cap Equity ETF has a 52-week low of $39.33 and a 52-week high of $49.70. The stock has a market capitalization of $432.91 million, a price-to-earnings ratio of 9.24 and a beta of 0.97.

Avantis U.S. Small Cap Equity ETF 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.