VictoryShares US Value Momentum ETF
ULVM
8 hedge funds and large institutions have $582M invested in VictoryShares US Value Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $560M → $582M (+$22.3M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.59% less ownership
Funds ownership: 122.01% → 121.42% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$281M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$99.1K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$10.2K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$7.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$260M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$24K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $400M | +$281M | +5,485,138 | +238% |
|
|
USAA
2
United Services Automobile Association
San Antonio,
Texas
| $180M | -$260M | -5,078,681 | -59% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.78M | +$1.29M | +25,232 | +266% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $898K | -$20K | -391 | -2% |
|
|
5
UBS Group
Zurich,
Switzerland
| $143K | +$99.1K | +1,938 | +228% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | +$10.2K | +200 | New |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $9K | – | – | – |
|
|
S
8
SignatureFD
Atlanta,
Georgia
| $8K | +$7.83K | +153 | New |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| – | -$24K | -459 | Closed |
|
ULVM Hedge Fund Activity: Q3 2019 in Review
8 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q3 2019, worth a combined $582M — up 4% from $560M a quarter earlier.
Fund positioning in ULVM was balanced in Q3 2019: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $281M. The largest seller was United Services Automobile Association, cutting an estimated $260M.
- 8 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $582M of VictoryShares US Value Momentum ETF stock for Q3 2019, up 4% quarter-over-quarter.
- 2 funds opened new VictoryShares US Value Momentum ETF positions in Q3 2019 and 2 closed out, a net change of 0 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q3 2019 was Victory Capital Management, an estimated $281M added.
- The largest VictoryShares US Value Momentum ETF seller in Q3 2019 was United Services Automobile Association, an estimated $260M sold.
Based on aggregated 13F filings for Q3 2019.