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VictoryShares US Value Momentum ETF
ULVM

12 hedge funds and large institutions have $226M invested in VictoryShares US Value Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

2% less capital invested

Capital invested by funds: $231M → $226M (-$5.64M)

1.37% less ownership

Funds ownership: 92.91% → 91.55% (-1.4%)

14% less funds holding

Funds holding: 14 → 12 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M
2
FTUS
Flow Traders U.S.
New York
+$732K
3
HighTower Advisors
HighTower Advisors
Illinois
+$34.3K
4
UBS Group
UBS Group
Switzerland
+$15.1K
5
Morgan Stanley
Morgan Stanley
New York
+$12.4K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$17.2M
2
Charles Schwab
Charles Schwab
California
-$14.8M
3
Jane Street
Jane Street
New York
-$1.22M
4
WWM
Western Wealth Management
Colorado
-$296K
5
Citadel Advisors
Citadel Advisors
Florida
-$49.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$196M -$17.2M -273,825 -8%
Charles Schwab
2
Charles Schwab
California
$25M -$14.8M -236,071 -37%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M +$1.04M +16,648 +150%
FTUS
4
Flow Traders U.S.
New York
$1.52M +$732K +11,665 +94%
HighTower Advisors
5
HighTower Advisors
Illinois
$372K +$34.3K +547 +10%
Goldman Sachs
6
Goldman Sachs
New York
$362K – – –
WWM
7
Western Wealth Management
Colorado
$298K -$296K -4,711 -50%
Citadel Advisors
8
Citadel Advisors
Florida
$255K -$49.5K -789 -16%
UBS Group
9
UBS Group
Switzerland
$173K +$15.1K +240 +10%
Morgan Stanley
10
Morgan Stanley
New York
$12.5K +$12.4K +198 New
BWL
11
Bogart Wealth LLC
Virginia
$8.53K – – –
GWM
12
Geneos Wealth Management
Colorado
$3.23K +$3.2K +51 New
Jane Street
13
Jane Street
New York
– -$1.22M -21,448 Closed
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
– -$10K -10,110 Closed
M
15
MOTCO
Texas
– -$12K -210 Closed
Wells Fargo
16
Wells Fargo
California
– -$63 -1 Closed

ULVM Hedge Fund Activity: Q4 2022 in Review

12 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q4 2022, worth a combined $226M — down 2.4% from $231M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ULVM and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.04M. The largest seller was Victory Capital Management, cutting an estimated $17.2M.

  • 12 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q4 2022, down from 14 in Q3 2022.
  • Funds reported $226M of VictoryShares US Value Momentum ETF stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Value Momentum ETF positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest VictoryShares US Value Momentum ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.04M added.
  • The largest VictoryShares US Value Momentum ETF seller in Q4 2022 was Victory Capital Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2022.