VictoryShares US Value Momentum ETF
ULVM
8 hedge funds and large institutions have $627M invested in VictoryShares US Value Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
8% more capital invested
Capital invested by funds: $582M → $627M (+$45M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.8% less ownership
Funds ownership: 121.42% → 120.63% (-0.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$16.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$76.6K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$156 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$1.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$117K |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$8K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $419M | -$1.47M | -28,174 | -0.4% |
|
|
USAA
2
United Services Automobile Association
San Antonio,
Texas
| $205M | +$16.5M | +315,694 | +9% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.9M | +$31K | +594 | +2% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $1.02M | +$76.6K | +1,469 | +8% |
|
|
5
UBS Group
Zurich,
Switzerland
| $29K | -$117K | -2,245 | -81% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $7K | -$2.35K | -45 | -26% |
|
|
S
8
SignatureFD
Atlanta,
Georgia
| – | -$8K | -153 | Closed |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | +$156 | +3 | New |
|
ULVM Hedge Fund Activity: Q4 2019 in Review
8 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q4 2019, worth a combined $627M — up 7.7% from $582M a quarter earlier.
Fund positioning in ULVM was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $16.5M. The largest seller was Victory Capital Management, cutting an estimated $1.47M.
- 8 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $627M of VictoryShares US Value Momentum ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
- 1 fund opened new VictoryShares US Value Momentum ETF positions in Q4 2019 and 1 closed out, a net change of 0 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q4 2019 was United Services Automobile Association, an estimated $16.5M added.
- The largest VictoryShares US Value Momentum ETF seller in Q4 2019 was Victory Capital Management, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2019.