VictoryShares US Value Momentum ETF
ULVM
9 hedge funds and large institutions have $592M invested in VictoryShares US Value Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more funds holding
Funds holding: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $539M → $592M (+$52.9M)
0.7% more ownership
Funds ownership: 115.92% → 116.62% (+0.7%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$282K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$70.6K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$14.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$2.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$232K |
| 4 |
Morgan Stanley
New York
|
-$75K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $401M | -$2.92M | -56,095 | -0.8% |
|
|
USAA
2
United Services Automobile Association
San Antonio,
Texas
| $105M | – | – | – |
|
|
3
Charles Schwab
San Francisco,
California
| $84.2M | -$14.8M | -284,998 | -16% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.23M | -$24K | -461 | -2% |
|
|
5
Goldman Sachs
New York
| $298K | +$282K | +5,435 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $104K | -$232K | -4,464 | -70% |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $75K | +$70.6K | +1,359 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $10K | +$9.46K | +182 | New |
|
|
SIAG
9
Safeguard Investment Advisory Group
Corona,
California
| $2K | +$2.13K | +41 | New |
|
|
10
Morgan Stanley
New York
| – | -$75K | -1,546 | Closed |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| – | -$33K | -687 | Closed |
|
|
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| – | -$5K | -106 | Closed |
|
ULVM Hedge Fund Activity: Q4 2020 in Review
9 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q4 2020, worth a combined $592M — up 9.8% from $539M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ULVM positions and 3 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $282K. The largest seller was Charles Schwab, cutting an estimated $14.8M.
- 9 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q4 2020, up from 8 in Q3 2020.
- Funds reported $592M of VictoryShares US Value Momentum ETF stock for Q4 2020, up 9.8% quarter-over-quarter.
- 4 funds opened new VictoryShares US Value Momentum ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
- The largest VictoryShares US Value Momentum ETF buyer in Q4 2020 was Goldman Sachs, an estimated $282K added.
- The largest VictoryShares US Value Momentum ETF seller in Q4 2020 was Charles Schwab, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2020.