VictoryShares US Value Momentum ETF
ULVM
6 hedge funds and large institutions have $540M invested in VictoryShares US Value Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
16% more capital invested
Capital invested by funds: $464M → $540M (+$75.3M)
2.91% more ownership
Funds ownership: 130.29% → 133.2% (+2.9%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$87.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$167K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$74.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$4.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3K |
ULVM Hedge Fund Activity: Q2 2020 in Review
6 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q2 2020, worth a combined $540M — up 16% from $464M a quarter earlier.
Fund positioning in ULVM was balanced in Q2 2020: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $87.4M. The largest seller was United Services Automobile Association, cutting an estimated $74.3M.
- 6 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $540M of VictoryShares US Value Momentum ETF stock for Q2 2020, up 16% quarter-over-quarter.
- 3 funds opened new VictoryShares US Value Momentum ETF positions in Q2 2020 and 3 closed out, a net change of 0 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q2 2020 was Charles Schwab, an estimated $87.4M added.
- The largest VictoryShares US Value Momentum ETF seller in Q2 2020 was United Services Automobile Association, an estimated $74.3M sold.
Based on aggregated 13F filings for Q2 2020.