Avantis U.S. Equity ETF (AVUS)
ARCA ARCA Primary Summary
AVUS Chart
AVUS: Recent Returns Merit More Attention
The Avantis US Equity ETF is upgraded to Buy, driven by strong recent outperformance and prudent multi-cap exposure. AVUS employs an active strategy emphasizing lower valuations and higher profitability, resulting in a portfolio trading at a discount to its benchmark without sacrificing growth. Despite a value tilt, AVUS maintains significant exposure to mega-cap tech, balancing risk and opportunity versus traditional cap-weighted peers.
AVUS: This All-American Fund Is Quietly Outperforming Its Peers
Avantis U.S. Equity ETF offers a disciplined, factor-tilted approach targeting value and profitability across the broad U.S. equity market. AVUS consistently outperforms its Russell 3000 benchmark and passive peers, aided by sector overweights in energy, financials, and industrials. The ETF maintains broad diversification, a competitive 0.15% fee, and a risk profile in line with the market (beta 1.01, Sharpe 1.27).
Avantis U.S. Equity ETF $AVUS is CPC Advisors LLC’s Largest Position
CPC Advisors LLC lifted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 488,010 shares of the company's stock after purchasing an additional 6,820 shares during the
Avantis U.S. Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 8 | $739.04 | $1,027.6 | $288.56 | 39.05% |
 Curtis Ellergodt Rothschild Investment LLC | 2,275 | $192,164.68 | $294,043.75 | $101,879.07 | 53.02% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.41M | $180.94M | $182.59M | $1.65M | 0.91% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 158,579 | $13.5M | $20.6M | $7.1M | 52.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,481 | $549,901.28 | $708,419.25 | $158,517.97 | 28.83% |
Avantis U.S. Equity ETF (AVUS) FAQ
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Avantis U.S. Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment entity that focuses on diversifying its investments through a wide range of U.S. companies spanning various market sectors and industry groups. It is designed to accommodate companies of all sizes in terms of market capitalization. The fund commits to allocating at least 80% of its assets toward equity securities of U.S. companies under normal market conditions. Additionally, it is flexible in its approach, incorporating derivative instruments such as futures contracts, currency forwards, and swap agreements as part of its investment strategy. This blend of direct equity investment and derivatives use allows for a comprehensive investment mechanism aimed at generating returns for investors.
Products and Services
- Equity Securities Investment
The fund primarily invests in equity securities of various U.S. companies, which includes stocks of corporations that represent ownership shares in those companies. This service forms the core of the fund's investment strategy, targeting long-term capital growth through investments across different sectors and industry groups.
- Investment in Companies of All Market Capitalizations
It offers investment opportunities in companies regardless of their market capitalization, whether they are large, mid, or small-cap. This ensures a diversified investment portfolio that can take advantage of the growth potential across the full spectrum of company sizes.
- Derivative Instruments
The fund employs derivative instruments, including futures contracts, currency forwards, and swap agreements. These instruments are used strategically to hedge against risks, to speculate on future price movements, or to gain access to certain assets or markets not directly accessible through standard equity investments.
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