Avantis US Large Cap Value ETFAVLV
AVLV
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
943% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 7
140% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 68
22% more funds holding
Funds holding: 273 [Q3] → 334 (+61) [Q4]
18% more funds holding in top 10
Funds holding in top 10: 50 [Q3] → 59 (+9) [Q4]
14% more capital invested
Capital invested by funds: $3.78B [Q3] → $4.33B (+$543M) [Q4]
1.33% more ownership
Funds ownership: 84.16% [Q3] → 85.49% (+1.33%) [Q4]
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Research analyst outlook
We haven’t received any recent analyst ratings for AVLV.
Financial journalist opinion
Positive
ETF Trends
3 weeks ago
This Value ETF Duo Is Ready to Take 2025 by Storm
Could 2025 finally be the year for value ETF investing? Value funds, by some definition, are infrequent star players in market narratives.
Neutral
Seeking Alpha
1 month ago
VTV Vs. AVLV: Large-Cap Value Showdown Indicates AVLV Has A Slight Edge
A 50/50 allocation of US large-cap and US small-cap value outperforms US large-cap value in risk-adjusted returns. AVLV offers better value factor loadings and historically superior returns compared to VTV, despite VTV's lower expense ratio and higher liquidity. VTV has better factor loadings in profitability and investment, less correlation to VOO, and a more diversified portfolio, making it less risky.
Positive
Seeking Alpha
2 months ago
AVLV: Competes Well With VTV, And May Benefit From Other Tailwinds
AVLV, an actively-managed ETF focusing on large-cap value stocks with high profitability and low valuations, has outperformed the Russell 1000 Value index by 330bps last year. We compare AVLV to the most popular product in the large-cap value space and find that it fares relatively well. We highlight why AVLV's top sector holding financials may do well.
Neutral
ETF Trends
3 months ago
Beyond the Behemoths: Smaller ETF Standouts of 2024
Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.
Positive
Seeking Alpha
5 months ago
AVLV: Low Valuations, Risk-Reward Not As Attractive Due To Sector Exposure
Despite AVLV's low valuation and attractive upside, I maintain a neutral stance due to its performance and a relatively high volatility for a value-focused fund. AVLV's sector allocation favors cyclical sectors like consumer discretionary and energy, increasing growth potential but also exposure to volatile sectors. AVLV's valuation is the lowest among its peers, driven by its heavy weighting in low-valuation sectors like energy and banks.
Positive
Seeking Alpha
8 months ago
AVLV: An Active Value Approach That Works
Growth style investing is overcrowded and extended, favoring value and non-Tech sectors.
Positive
InvestorPlace
8 months ago
The 3 Best ETFs to Buy in July 2024
Betting on the best ETFs to buy now can help simplify your investment strategy. ETFs, or exchange-traded funds, are a compelling way for investors to beat the market without having to manage a boatload of individual stocks.
Negative
ETF Trends
8 months ago
As Tech Bubble Risk Looms, Look to Large Cap Value
The recent selloff for Nvidia (NVDA), while not necessarily auguring the burst of an A.I. bubble, may give investors some pause.
Positive
CNBC
8 months ago
This ETF strategy may help investors skirt market concentration risk
A top exchange-traded fund provider is screening diversified value stocks for long-term gains.
Positive
CNBC Television
9 months ago
Avantis Investors' Phil McInnis on the growing return of interest in small caps
Phil McInnis, chief investment strategist at Avantis Investors by American Century Investments, joins ‘Halftime Report' on ‘ETF Edge' to discuss the firm's new form of active management, why investors are diversifying their portfolios with small caps and more.
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