Avantis US Mid Cap Value ETF

AVMV

Market cap $264M

Overview Fund Activity

69.06 USD

-0.36

0.52%

At close Updated Sep 15, 4:00 PM EDT

1 day

-0.52%

5 days

-0.49%

1 month

1.93%

3 months

7.19%

6 months

11.57%

Year to date

5.84%

1 year

11.24%

5 years

42.51%

10 years

42.51%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

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

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

100% more funds holding in top 10

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

39% more capital invested

Capital invested by funds: $115M [Q1] → $160M (+$45.3M) [Q2]

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 43 [Q1] → 44 (+1) [Q2]

4.06% less ownership

Funds ownership: 79.82% [Q1] → 75.76% (-4.06%) [Q2]

See Fund Rankings

Financial journalist opinion

U.S. Midcap ETFs: ‘Sweet Spot' of Opportunity

We've been marveling at the performance of U.S. large-cap stocks since that early April low. We've also been tracking whether small-caps are finally going to keep up pace with their larger counterparts.

U.S. Midcap ETFs: ‘Sweet Spot' of Opportunity

AVMV ETF: Worth A Look For Mid-Cap Value

Avantis U.S. Mid Cap Value ETF is an actively managed ETF targeting mid-cap U.S. stocks, aiming to outperform the Russell Mid-Cap Index with a low expense ratio of 0.20%. Despite recent market declines, AVMV has historically outperformed its benchmark and charges lower fees than competitors, making it a potential investment opportunity. The fund focuses on value and profitability metrics, with significant sector weights in consumer discretionary, financials, and energy, but less in technology and utilities.

AVMV ETF: Worth A Look For Mid-Cap Value

AVMV: Inexpensiveness Paired With Adequate Quality, A Hold

Incepted in November 2023, AVMV is an actively managed ETF focused on underappreciated, high-quality mid-caps. In the current iteration, it has a financials-heavy portfolio with a 7.1% adjusted EY and rather large but not ideal quality exposure. Its performance amid market turmoil has been soft, with downside capture being especially worrisome. There is something to dislike about longer-term performance as well.

AVMV: Inexpensiveness Paired With Adequate Quality, A Hold

This Value ETF Duo Is Ready to Take 2025 by Storm

Could 2025 finally be the year for value ETF investing? Value funds, by some definition, are infrequent star players in market narratives.

This Value ETF Duo Is Ready to Take 2025 by Storm

Small-caps to Take Center Stage? Don't Omit This Key Category

Small caps are gathering significant attention right now, and for good reason. The category appears set to benefit from rate cuts filtering through the economy, easing borrowing costs for smaller firms.

Small-caps to Take Center Stage? Don't Omit This Key Category

AVMV: Mean Reversion Play For Mid-Cap Stocks, Currently Rated A Hold

Mid-cap Value stocks have underperformed recently but historically rank second in performance, suggesting potential for mean reversion and future gains. Avantis U.S. Mid Cap Value ETF offers exposure to mid-cap value stocks but is rated a Hold due to its limited history. AVMV's historical performance metrics look promising, though. The AVMV ETF has a diversified portfolio with significant exposure to Financials and Consumer Cyclicals, sectors closely tied to economic conditions.

AVMV: Mean Reversion Play For Mid-Cap Stocks, Currently Rated A Hold

Midcaps to Lead the Way in 2025? Lean Into Value

Could midcaps be the right call for 2025? Smaller firms appear poised to benefit from rate cuts more than their larger peers.

Midcaps to Lead the Way in 2025? Lean Into Value

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

Don't Miss These 3 Foreign Equities Factor ETFs

Many investors are considering diversifying away from the U.S. While the domestic stock market remains strong, it is also quite expensive. What's more, concentration risk as the U.S. stock market relies on just a handful of firms puts portfolios and the broader stock market at risk.

Don't Miss These 3 Foreign Equities Factor ETFs

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