Avantis US Large Cap Value ETFAVLV
AVLV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
180% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 54
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
17% more capital invested
Capital invested by funds: $3.22B [Q2] → $3.76B (+$537M) [Q3]
10% more funds holding
Funds holding: 246 [Q2] → 271 (+25) [Q3]
9% more funds holding in top 10
Funds holding in top 10: 45 [Q2] → 49 (+4) [Q3]
2.33% less ownership
Funds ownership: 85.96% [Q2] → 83.63% (-2.33%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for AVLV.
Financial journalist opinion
Neutral
ETF Trends
1 month 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
2 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
5 months ago
AVLV: An Active Value Approach That Works
Growth style investing is overcrowded and extended, favoring value and non-Tech sectors.
Positive
InvestorPlace
5 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
5 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
6 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
6 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.
Positive
InvestorPlace
6 months ago
The 3 Best ETFs to Buy in June 2024
Exchange-traded funds (ETFs) have become an increasingly popular investment vehicle in recent years — even more than mutual funds. This growing popularity is due to the fact that ETFs are typically low-maintenance, have low fees and afford investors exposure to tens, hundreds or even thousands of positions under a single ETF.
Positive
Seeking Alpha
7 months ago
AVLV: U.S. Value ETF, Cheap Valuation, Strong Performance Track-Record
AVLV is an actively-managed U.S. large-cap value ETF with a diversified portfolio and cheap valuation. It has outperformed the S&P 500 since inception, as has been the case for other value ETFs from the same provider. Some of its peers seem comparable, including COWZ, DSTL, and CGDV.
Positive
ETF Trends
9 months ago
Bull vs Bear: Is It Time for Value ETFs to Rotate Into Favor?
Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.
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