VictoryShares International Value Momentum ETF
UIVM
9 hedge funds and large institutions have $259M invested in VictoryShares International Value Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
1.06% more ownership
Funds ownership: 94.54% → 95.6% (+1.1%)
1% more capital invested
Capital invested by funds: $257M → $259M (+$2.47M)
25% less funds holding
Funds holding: 12 → 9 (-3)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$708K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$562K |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$11.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$2.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$103K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.14K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $235M | -$2.96M | -69,221 | -1% |
|
|
2
Charles Schwab
San Francisco,
California
| $14.2M | -$11.1M | -258,896 | -44% |
|
|
3
Jane Street
New York
| $6.17M | +$5.62M | +131,278 | +1,084% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.57M | +$708K | +16,556 | +83% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.04M | -$2.99K | -70 | -0.3% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $570K | +$562K | +13,148 | New |
|
|
FEG
7
Financial Enhancement Group
Anderson,
Indiana
| $365K | +$1.67K | +39 | +0.5% |
|
|
8
UBS Group
Zurich,
Switzerland
| $5.55K | -$103K | -2,401 | -95% |
|
|
BWL
9
Bogart Wealth LLC
Mclean,
Virginia
| $1.74K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $32 | -$43 | -1 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$4.14K | -100 | Closed |
|
|
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| – | -$2.11K | -51 | Closed |
|
|
CWP
13
Concord Wealth Partners
Abingdon,
Virginia
| – | -$379 | -9 | Closed |
|
UIVM Hedge Fund Activity: Q1 2023 in Review
9 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in VictoryShares International Value Momentum ETF (UIVM) for Q1 2023, worth a combined $259M — up 0.96% from $257M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UIVM and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, adding an estimated $5.62M. The largest seller was Charles Schwab, cutting an estimated $11.1M.
- 9 institutional investors held VictoryShares International Value Momentum ETF (UIVM) as of Q1 2023, down from 12 in Q4 2022.
- Funds reported $259M of VictoryShares International Value Momentum ETF stock for Q1 2023, up 0.96% quarter-over-quarter.
- 1 fund opened new VictoryShares International Value Momentum ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest VictoryShares International Value Momentum ETF buyer in Q1 2023 was Jane Street, an estimated $5.62M added.
- The largest VictoryShares International Value Momentum ETF seller in Q1 2023 was Charles Schwab, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2023.