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ETF Context

AVUV ETF Context

News · Liquidity · Exposure · AIQ Momentum

Financial ServicesAsset ManagementScore data as of Sep 4, 2026

AVUV

ETF Context
Avantis U.S. Small Cap Value ETF
Financial Services· Asset Management
AIQ Score
NeutralAIQ Edge 9/10
Leader
Strong Relative Position
Score data as of Sep 4, 2026
Last price
$126.93
+$0.66 (+0.52%)
Latest market quote
Momentum56
Value63
Quality62
Risk Resilience87
Sentiment—
View financial data

ETF Context Board

News pressure, liquidity, fund structure, exposure, and AIQ momentum context.

Inception date
Sep 24, 2019

Equity fund profile date from the ETF info snapshot.

AIQ Context
AIQ 65/100

Momentum 56/100 and sentiment — beside current fund and news context.

Recent coverage
4 articles

Updated Sep 6, 2026 · Sentiment 63.47%

ETF Context Read

ETF context should explain what can change the setup and which AIQ component would move first.

Current ETF setup

Primary exposureBasic Materials (4.88%)

Largest available fund exposure bucket.

Expense ratio0.25%

Cost context that can affect long-term fund returns.

Average volume1.39M

Liquidity context for entry and exit conditions.

Holdings source dateSep 6, 2026

Latest source date for reported holdings.

Holdings changeNot available

No reliable ETF buy/sell change feed in this snapshot.

Sentiment score—

News pressure around the ETF setup.

Momentum score56

Where market reaction would show up first.

AIQ score65/100

Composite decision read before confirmation.

Fund context

Issuer
Avantis

Fund sponsor from the ETF info snapshot.

Asset class
Equity

Broad asset class for the ETF.

Primary exposure
Basic Materials (4.88%)

Largest available exposure bucket.

Fund size
$31.49B

Current assets under management when provided.

Expense ratio
0.25%

Annual fund cost reported by the provider.

Holdings
796

Number of positions in the fund snapshot.

Average volume
1.39M

Liquidity context from the ETF info snapshot.

Holdings source date
Sep 6, 2026

Latest holder snapshot source date.

Holdings change
Not available

Current ETF holder rows do not include reliable buy/sell change fields.

Institutional report date
Jun 30, 2026

Latest downstream institutional-holder filing date.

Institutional share change
29.02M

Net filing-reported change across available institutional holder rows.

Institutional Holder Changes

Filing-reported ETF share ownership changes by holder; this is not intraday flow or constituent trading.

Largest reported increases
HolderSharesChangeReported
Creative Planning21.6M1.41MJun 30, 2026
Creative Planning21.6M1.41MJun 30, 2026
LPL Financial LLC7.86M1.34MJun 30, 2026
LPL Financial LLC7.86M1.34MJun 30, 2026
Wealth Management Nebraska1.13M1.13MJun 30, 2026
Wealth Management Nebraska1.13M1.13MJun 30, 2026
Plante Moran Financial Advisors, LLC1.12M1.12MJun 30, 2026
Plante Moran Financial Advisors, LLC1.12M1.12MJun 30, 2026
Largest reported decreases
HolderSharesChangeReported
Mariner, LLC134.01K-365.52KJun 30, 2026
Mariner, LLC134.01K-365.52KJun 30, 2026
Independent Advisor Alliance52.36K-342.98KJun 30, 2026
Independent Advisor Alliance52.36K-342.98KJun 30, 2026
Truepoint, Inc.2.65M-217.98KJun 30, 2026
Truepoint, Inc.2.65M-217.98KJun 30, 2026
Strategic Financial Planning, Inc.0-193.98KJun 30, 2026
Strategic Financial Planning, Inc.0-193.98KJun 30, 2026

News And Sentiment

Recent ETF coverage, scored where source sentiment is available.

Positive
4
Neutral
0
Negative
0
etftrends.com · Aug 17, 2026

Small Caps, Big Opportunities: Consider Value Amid Rally

Before capitalizing on the small-cap comeback, consider value-focused ETFs like SFLO, AVUV, and DFSV for rate-hedged growth.

finance.yahoo.com · Jul 14, 2026

The Case for Holding AVUV in Your Roth IRA

AVUV has delivered explosive small-cap value returns, but where you hold it determines whether the IRS gets a cut of every distribution, every rebalance, and every dollar of appreciation along the way.

finance.yahoo.com · Jul 7, 2026

Small-Cap ETFs Poised for Big Growth as Rate Outlook Shifts

AVUV, VB, and IWM offer distinct small-cap ETF strategies, with 2025 YTD returns of 16% to 22%, expense ratios from 0.03% to 0.25%, and varying diversification levels.

finance.yahoo.com · Jun 29, 2026

What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39% over the past 12 months, beating the Russell 2000 by roughly two points and outpacing the passive small-cap value benchmark by a wider ... What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

Open full news and sentiment

Related Links

AVUV ETF Context FAQ

What are the next catalysts for AVUV stock?

AVUV's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move AVUV stock?

Upcoming events that could move AVUV include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could AVUV's next earnings report affect the stock?

AVUV's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive AVUV stock higher?

AVUV could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt AVUV stock?

AVUV could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.