Active Value ETF AVLV Adds $1 Billion YTD

While markets are flailing in response to the will-they/won’t-they dance around tariffs, not all funds have struggled. Indeed, some ETFs have picked up serious inflows despite a climate of fear around equity investing. The active value ETF AVLV, for example, has pulled in $1 billion in YTD net inflows, per ETF Database data. That may speak to a growing interest in value investing, but can value finally make its mark after years of growing expectations?

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The Avantis U.S. Large cap Value ETFF (AVLV) could be a candidate to meet and even surpass market watchers’ expectations for value. Its active value ETF approach may be able to capture rising investor and market interest in active investing and marry it to a value moment.

Charging 15 basis points, AVLV actively invests in large-cap value firms that meet its fundamental criteria. Specifically, the strategy screens for metrics like revenue, expenses, cash flow, and price-to-book value. Combining certain benefits of indexing like transparency and diversification, the strategy adds an agile, active approach.

That has helped the fund return 26.7% since inception, per YCharts data. Even amid a notable degree of uncertainty start 2025, it has also outperformed the SPDR S&P 500 ETF Trust (SPY) by around 1.5%. Digging deeper into its charts, the strategy has recently flirted with oversold status, per its Relative Strength Index. That may indicate now could be a good time to consider the fun for an upswing.

Indeed, the fund’s flows action largely owes to more than half a billion dollars in net inflows in just the last month. Taken together, its active value ETF approach could help find firms already undervalued and posed to ride a post-correction upswing. With a fundamental focus and active flexibility, AVLV could be an early contender for “rising star” in the value category.

For more news, information, and strategy, visit the Core Strategies Channel.

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Tuesday, April 22, 2025

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