VictoryShares US Value Momentum ETF
ULVM
8 hedge funds and large institutions have $560M invested in VictoryShares US Value Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
38% more capital invested
Capital invested by funds: $405M → $560M (+$154M)
25.91% more ownership
Funds ownership: 96.1% → 122.01% (+26%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$117M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$28.8M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$8.85K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$101 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$28.9K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$51 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USAA
1
United Services Automobile Association
San Antonio,
Texas
| $440M | +$28.8M | +569,212 | +7% |
|
|
2
Victory Capital Management
San Antonio,
Texas
| $118M | +$117M | +2,308,029 | New |
|
3
Bank of America
Charlotte,
North Carolina
| $918K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $486K | -$1.47M | -29,087 | -75% |
|
|
5
UBS Group
Zurich,
Switzerland
| $44K | -$28.9K | -571 | -40% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $24K | -$51 | -1 | -0.2% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $9K | +$8.85K | +175 | New |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | +$101 | +2 | New |
|
ULVM Hedge Fund Activity: Q2 2019 in Review
8 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q2 2019, worth a combined $560M — up 38% from $405M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ULVM positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $117M. The largest seller was Susquehanna International Group, cutting an estimated $1.47M.
- 8 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q2 2019, up from 5 in Q1 2019.
- Funds reported $560M of VictoryShares US Value Momentum ETF stock for Q2 2019, up 38% quarter-over-quarter.
- 3 funds opened new VictoryShares US Value Momentum ETF positions in Q2 2019 and 0 closed out, a net change of +3 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q2 2019 was Victory Capital Management, an estimated $117M added.
- The largest VictoryShares US Value Momentum ETF seller in Q2 2019 was Susquehanna International Group, an estimated $1.47M sold.
Based on aggregated 13F filings for Q2 2019.