Avantis US Large Cap Equity ETFAVLC
AVLC
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
20% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 6 (+1) [Q4]
16% more capital invested
Capital invested by funds: $378M [Q3] → $437M (+$59.5M) [Q4]
14% more funds holding
Funds holding: 28 [Q3] → 32 (+4) [Q4]
2.91% more ownership
Funds ownership: 92.26% [Q3] → 95.17% (+2.91%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for AVLC.
Financial journalist opinion
Negative
Seeking Alpha
10 months ago
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.
Positive
ETF Trends
1 year ago
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.
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