Avantis U.S. Small Cap Value ETF (AVUV)
ARCA ARCA Primary Summary
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Avantis U.S. Small Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 21,236 | $1.97M | $2.74M | $767,147.14 | 38.98% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 609 | $58,434 | $76,295.52 | $17,861.52 | 30.57% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 5,578 | $581,555.3 | $698,811.84 | $117,256.54 | 20.16% |
 Curtis Ellergodt Rothschild Investment LLC | 191,935 | $17.9M | $24.71M | $6.81M | 38.02% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 2,951 | $283,148.45 | $374,461.83 | $91,313.38 | 32.25% |
Avantis U.S. Small Cap Value ETF (AVUV) FAQ
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Avantis U.S. Small Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment vehicle that primarily focuses on allocating its resources into a diverse portfolio of small capitalization companies located within the United States. It operates across various market sectors and industry groups, demonstrating a broad investment scope. The fund adheres to a strategic policy of investing at least 80% of its assets in the securities of U.S. small cap companies, which allows it to concentrate on tapping into the potential growth of these entities. Additionally, it aims to maintain flexibility in its investment approach by also potentially engaging in derivative instruments to possibly enhance its performance or mitigate risks associated with its primary investments.
Products and Services
- Investment in U.S. Small Cap Companies
This core service involves the allocation of the fund's resources into securities of small capitalization companies based in the United States. The focus on small cap companies is driven by the potential for significant growth, making it an appealing option for investors looking to diversify their portfolio with investments that have a higher potential for appreciation compared to larger, more established companies.
- Market Sector and Industry Group Diversification
The fund's investment strategy is not limited to a specific sector or industry, thereby offering investors a diversified exposure to a wide range of economic segments. This diversification across market sectors and industry groups is designed to reduce risk by not overconcentrating investments in any single area, potentially smoothing out investment returns over time.
- Derivative Instruments Investment
Besides direct investments in small capitalization companies, the fund may also invest in derivative instruments like futures contracts, currency forwards, and swap agreements. These financial instruments can be used for various purposes, including hedging against risks, speculating on future price movements of underlying assets, or gaining exposure to certain markets or sectors without directly investing in physical securities. This strategy can provide the fund with flexibility in its investment approach and an additional layer of potential risk management or return enhancement.
