Avantis US Small Cap Value ETFAVUV
AVUV
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
105% more repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 218
87% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $941K
40% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 52
1% more funds holding
Funds holding: 792 [Q4 2024] → 797 (+5) [Q1 2025]
0.58% less ownership
Funds ownership: 68.34% [Q4 2024] → 67.76% (-0.58%) [Q1 2025]
4% less capital invested
Capital invested by funds: $10.4B [Q4 2024] → $9.95B (-$406M) [Q1 2025]
8% less funds holding in top 10
Funds holding in top 10: 156 [Q4 2024] → 143 (-13) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for AVUV.
Financial journalist opinion
Positive
Seeking Alpha
2 days 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
5 days 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
1 month 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
2 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
3 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
4 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
4 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.
Neutral
ETF Trends
5 months ago
Market Predictions & ETF Ideas for a New Year
Every new year brings with it a new opportunity to stop for a moment, take stock of where we currently sit, revisit resolutions, and refresh outlooks.
Positive
ETF Trends
5 months ago
The Standout Small-Cap Value ETF to Start 2025
Where might investors want to go in their equity allocations to start 2025? If 2024 was the year of large-cap tech dominating the markets, 2025 may see other segments strike back.
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