VictoryShares International Value Momentum ETF
UIVM
11 hedge funds and large institutions have $232M invested in VictoryShares International Value Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
1.48% less ownership
Funds ownership: 95.6% → 94.12% (-1.5%)
10% less capital invested
Capital invested by funds: $259M → $232M (-$26.6M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$557K |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$20.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.13K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.44K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$24.4M |
| 2 |
Jane Street
New York
|
-$5.83M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$570K |
| 4 |
Charles Schwab
San Francisco,
California
|
-$449K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $214M | -$24.4M | -560,903 | -10% |
|
|
2
Charles Schwab
San Francisco,
California
| $14M | -$449K | -10,329 | -3% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.15M | +$557K | +12,807 | +35% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.06M | +$4.44K | +102 | +0.4% |
|
|
5
Jane Street
New York
| $412K | -$5.83M | -133,968 | -93% |
|
|
FEG
6
Financial Enhancement Group
Anderson,
Indiana
| $388K | +$20.1K | +463 | +6% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $6.16K | +$6.13K | +141 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $3.98K | -$1.65K | -38 | -29% |
|
|
BWL
9
Bogart Wealth LLC
Mclean,
Virginia
| $1.77K | – | – | – |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| $1.75K | +$1.74K | +40 | New |
|
11
Wells Fargo
San Francisco,
California
| $33 | +$43 | +1 | New |
|
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$570K | -13,148 | Closed |
|
UIVM Hedge Fund Activity: Q2 2023 in Review
11 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in VictoryShares International Value Momentum ETF (UIVM) for Q2 2023, worth a combined $232M — down 10% from $259M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UIVM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $557K. The largest seller was Victory Capital Management, cutting an estimated $24.4M.
- 11 institutional investors held VictoryShares International Value Momentum ETF (UIVM) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $232M of VictoryShares International Value Momentum ETF stock for Q2 2023, down 10% quarter-over-quarter.
- 3 funds opened new VictoryShares International Value Momentum ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest VictoryShares International Value Momentum ETF buyer in Q2 2023 was Citadel Advisors, an estimated $557K added.
- The largest VictoryShares International Value Momentum ETF seller in Q2 2023 was Victory Capital Management, an estimated $24.4M sold.
Based on aggregated 13F filings for Q2 2023.