Avantis US Small Cap Value ETFAVUV
AVUV
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
104% more repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 219
87% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $941K
38% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 52
1% more funds holding
Funds holding: 793 [Q4 2024] → 798 (+5) [Q1 2025]
0.45% less ownership
Funds ownership: 68.42% [Q4 2024] → 67.97% (-0.45%) [Q1 2025]
4% less capital invested
Capital invested by funds: $10.4B [Q4 2024] → $9.98B (-$390M) [Q1 2025]
8% less funds holding in top 10
Funds holding in top 10: 157 [Q4 2024] → 144 (-13) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for AVUV.
Financial journalist opinion
Based on 3 articles about AVUV published over the past 30 days
Positive
Seeking Alpha
18 hours ago
Why AVUV Outperforms Its Peers, But Still Doesn't Make My Portfolio
Value investing thrives on buying quality companies at below-average valuations, which mathematically leads to long-term outperformance. Avantis US Small Cap Value ETF offers reasonable diversification and lower-than-market P/E ratios, but its holdings are mostly average-quality, cyclical small caps with erratic earnings. While the fund has outperformed other small-cap ETFs since inception, its business quality doesn't justify expectations of outsized double-digit returns.
Neutral
ETF Trends
2 weeks ago
The Disparity & Opportunity in Small-Cap ETFs
It's true that it's been a challenging year for U.S. small-cap ETFs. Using the iShares Russell 2000 ETF (IWM) as a benchmark for the category, we immediately see that 2025 has been marked by red ink.
Positive
Seeking Alpha
4 weeks ago
AVUV: Why I Believe U.S. Small Cap Value Is Still Undervalued
I remain bullish on Avantis US Small Cap Value ETF due to consistent factor exposure, low fees, and credible management from Avantis. U.S. Small Cap Value ETFs like AVUV are still undervalued relative to history and broader equities, despite recent gains. I see opportunities for value investing in ETFs when their relative returns lag historical averages or other asset classes.
Neutral
Zacks Investment Research
1 month ago
Active ETFs Catch a Wave of Investor Interest
Active ETFs are grabbing investor attention, with 39% of 2025 ETF flows and 94% of 2025 fund launches now tied to active strategies.
Positive
Seeking Alpha
2 months ago
AVUV: Time To Rebalance After Recent Dip
AVUV employs favorable factor regression statistics, asset correlations, and offers strong total and risk-adjusted returns, making it a top small-cap value fund. Despite recent underperformance, AVUV's valuation is attractive, trading at a fraction of the S&P 500's multiple, suggesting potential for future gains. Historical data shows US Small Cap Value outperforms US Large Cap with a 13.33% CAGR and better Sharpe ratio, indicating superior risk-adjusted returns.
Positive
ETF Trends
3 months ago
5 Avantis ETFs Gaining Traction in 2025
The Avantis lineup of actively managed ETFs has had a strong first quarter of 2025. The five-most-popular funds to start the year pulled in $3.7 billion.
Neutral
Seeking Alpha
4 months ago
Why Is The IPO Market Struggling? Here's What Active Managers Have To Say
Strong returns in U.S. stocks, particularly over the past two plus years, have led investors to question the relative lack of companies going public via the IPO process — as well as the potential implications for the IPO market in the long term. According to active equity managers, a combination of increased public market regulation, a reduced pipeline of potential offerings following the prior boom, the rising role of large private asset managers in capital raising, and near-term uncertainty surrounding government policy are all contributing factors. At Russell Investments, we think investors benefit from taking a long-term view.
Positive
ETF Trends
4 months ago
Small-Cap ETF AVUV Sees Over a Half Billion in 1-Month Flows
Were any equity category to offer investors a new path in 2025, small-caps may be where to look. Following a year in which megacap tech firms contributed massively to most major market indexes, some investors may be concerned by the potential concentration risk those firms pose.
Neutral
ETF Trends
5 months ago
Small-Caps: Big Potential in Today's Market
Little-known China AI startup DeepSeek sent fear rippling throughout the markets this week by announcing major strides in its large language model technology at just a fraction of the cost of what many experts thought possible. That sparked a mini-collapse among big-cap tech stocks like Microsoft, Google, and Nvidia, which tumbled 20% at its low.
Positive
Seeking Alpha
5 months ago
A Comprehensive Analysis On U.S. SCV Funds Reveals Why AVUV Is The Best Option
AVUV stands out for its superior factor loadings, top-tier returns, good diversity, and reasonable expense ratio among US Small Cap Value ETFs. Factor regression shows AVUV excels in SMB and HML values, with an annual alpha of 1.46%, outperforming other US SCV funds. AVUV has the highest returns and best risk-adjusted returns since 2019, with a proxy Sharpe ratio of 0.54.
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