Avantis US Mid Cap Equity ETF

AVMC

Market cap $209M

Overview Fund Activity

69.81 USD

-0.54

0.77%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.77%

5 days

0.65%

1 month

2.89%

3 months

7.35%

6 months

13.86%

Year to date

7.57%

1 year

14.31%

5 years

42.94%

10 years

42.94%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

24% more funds holding

Funds holding: 33 [Q1] → 41 (+8) [Q2]

1% more capital invested

Capital invested by funds: $139M [Q1] → $141M (+$1.56M) [Q2]

9.84% less ownership

Funds ownership: 89.02% [Q1] → 79.18% (-9.84%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

1 Fund to Consider Given the Strong Start for Midcaps

Midcaps, especially those with a growth factor skew, are having a strong 2025 so far. Given this, investors may want to consider tilting towards exposure to midcap equities.

1 Fund to Consider Given the Strong Start for Midcaps

AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts

AVMC is led by five portfolio managers at Avantis Investors. Their investment objective is to outperform a benchmark like the Russell MidCap Index by emphasizing quality and value. Maintaining adequate diversification is also crucial. With 500+ securities and only about 7% allocated to the top ten, AVMC is designed to replace popular core funds like IWR and IJH. I have AVMC ranked #18/52 overall in the mid-cap blend category for February, primarily due to its solid quality features and attractive value ratios like its 16.99x forward P/E.

AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts

The Motley Fool

Prediction: These 2 Overlooked ETFs Will Beat the S&P 500 Over the Next 10 Years

The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%.

Prediction: These 2 Overlooked ETFs Will Beat the S&P 500 Over the Next 10 Years

Could Midcaps Be the Real End of 2024 Play?

The market narrative has moved on from the election to the season's latest rate cut. Now, with the year in its final stages and investors looking to reshuffle portfolios, surprising equity segments may be rising into view.

Could Midcaps Be the Real End of 2024 Play?

As Yield Curve Returns to Normal, Look to Midcaps

Trying to add some more ETF exposure before the year is through? Now may be the time as the yield curve returned to normal earlier this week for the first time in more than two years.

As Yield Curve Returns to Normal, Look to Midcaps

Watch These 3 ETFs for Rate Cuts This Fall

Rate cuts are coming – the question is, when? Many market watchers are expecting at least one cut this Fall as the U.S. inflation rate has cooled.

Watch These 3 ETFs for Rate Cuts This Fall

Make More Room for Midcap Investing

With some investors concerned with being overweight in large-cap equities, midcap investing can work as a great alternative. As the name would suggest, midcaps can provide the “best of both worlds” between small and large-cap equities.

3 Active ETFs for Midcap Investing's Moment

Is now the time for midcap investing? The signs are starting to appear.

Invest in the Next Big Thing With These Midcap ETFs

Companies situated in the middle of the market capitalization range could be on the cusp of breaking out. In midcap companies, investors could get exposure to the market's next big thing.

Strike a Balance Between Value & Growth With Midcap ETFs

Small cap companies can offer investors more performance in the throes of a market rally. But the more risk averse may not want to add the extra volatility to their portfolios.

See News Rankings

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