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VictoryShares US Value Momentum ETF

6 hedge funds and large institutions have $200M invested in VictoryShares US Value Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $115M → $200M (+$85.5M)

50% more funds holding

Funds holding: 46 (+2)

0.56% less ownership

Funds ownership: 96.11%95.55% (-0.56%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$196M +$86.3M +1,641,593 +75%
Jane Street
2
Jane Street
New York
$2.18M +$1.22M +23,185 +119%
Citadel Advisors
3
Citadel Advisors
Florida
$1.31M +$1.35M +25,643 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.12M +$825K +15,696 +257%
UBS Group
5
UBS Group
Switzerland
$41K +$42.1K +800 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3K

ULVM Hedge Fund Activity: Q1 2018 in Review

6 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q1 2018, worth a combined $200M — up 74% from $115M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ULVM positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $86.3M.

  • 6 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q1 2018, up from 4 in Q4 2017.
  • Funds reported $200M of VictoryShares US Value Momentum ETF stock for Q1 2018, up 74% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Value Momentum ETF positions in Q1 2018 and 0 closed out, a net change of +2 holders.
  • The largest VictoryShares US Value Momentum ETF buyer in Q1 2018 was United Services Automobile Association, an estimated $86.3M added.

Based on aggregated 13F filings for Q1 2018.