Avantis US Large Cap Value ETF
AVLV

$63.98

1.44%

Market Cap: 4.07B

0

Funds holding %

of 6,702 funds

–

Analysts bullish %

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

120% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 50

54% more capital invested

Capital invested by funds: $1.59B [Q4 2023] → $2.44B (+$854M) [Q1 2024]

20% more funds holding in top 10

Funds holding in top 10: 35 [Q4 2023] → 42 (+7) [Q1 2024]

17% more funds holding

Funds holding: 181 [Q4 2023] → 211 (+30) [Q1 2024]

0.98% more ownership

Funds ownership: 76.7% [Q4 2023] → 77.68% (+0.98%) [Q1 2024]

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Research analyst outlook

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

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Financial journalist opinion

AVLV: An Active Value Approach That Works

Growth style investing is overcrowded and extended, favoring value and non-Tech sectors.

AVLV: An Active Value Approach That Works

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.

The 3 Best ETFs to Buy in July 2024

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.

As Tech Bubble Risk Looms, Look to Large Cap Value

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.

This ETF strategy may help investors skirt market concentration risk

CNBC Television

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.

Avantis Investors' Phil McInnis on the growing return of interest in small caps

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.

The 3 Best ETFs to Buy in June 2024

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.

AVLV: U.S. Value ETF, Cheap Valuation, Strong Performance Track-Record

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.

Bull vs Bear: Is It Time for Value ETFs to Rotate Into Favor?

As Active ETFs Gain Popularity, Get Quality-Oriented Exposure

2023 was capped by a strong fourth-quarter rally, with big tech leading much of the gains heading into 2024. However, the year also threw a spotlight on the rise in popularity for active exchange-traded funds (ETFs).

As Active ETFs Gain Popularity, Get Quality-Oriented Exposure

AVLV: An Affordable All-Weather Large-Cap Value ETF (Rating Upgrade)

AVLV is an actively managed large-cap value fund with a 0.15% expense ratio. The ETF is relatively new but is run by a team with several decades of industry experience. Between 2022 and 2023, AVLV ranked #11/80 in the large-cap value category. My fundamental analysis reveals a portfolio that ranks at least average on most metrics, including valuation, growth, and quality. This all-weather approach combined with the high level of diversification means AVLV should avoid bottom-quartile performance. I prefer it to VTV, a passive fund I've previously recommended.

AVLV: An Affordable All-Weather Large-Cap Value ETF (Rating Upgrade)

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