Avantis US Large Cap Equity ETF
AVLC

$63.37

1.02%

Market Cap: $389M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

55% more funds holding

Funds holding: 11 [Q1] → 17 (+6) [Q2]

29% more capital invested

Capital invested by funds: $213M [Q1] → $274M (+$61.3M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

10.99% less ownership

Funds ownership: 97.27% [Q1] → 86.28% (-10.99%) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for AVLC.

See Analyst Rankings

Financial journalist opinion

AVLC: Overly Diverse, Factor-Based Fund Doesn't Meet Our High Bar

Initiating coverage on Avantis U.S. Large Cap Equity ETF with a Sell rating. AVLC aims to combine elements of passive and active management, but it looks more like an index fund to us. The portfolio management team is also responsible for overseeing multiple other investment vehicles and strategies, weakening their alignment of interests with AVLC investors.

AVLC: Overly Diverse, Factor-Based Fund Doesn't Meet Our High Bar

Reap Large Cap Benefits With This Low-Cost Active ETF

It's easy to get caught up in the dogma of passive funds that provide core exposure to large caps. To get more dynamic exposure to the market that extends beyond rigidity, active funds can be of benefit.

Reap Large Cap Benefits With This Low-Cost Active ETF

See News Rankings