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VictoryShares US Value Momentum ETF

12 hedge funds and large institutions have $173M invested in VictoryShares US Value Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

8% less funds holding

Funds holding: 1312 (-1)

9.71% less ownership

Funds ownership: 91.73%82.02% (-9.7%)

18% less capital invested

Capital invested by funds: $210M → $173M (-$37.1M)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% 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
1
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change

ULVM Hedge Fund Activity: Q2 2023 in Review

12 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q2 2023, worth a combined $173M — down 18% from $210M a quarter earlier.

Fund positioning in ULVM was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $142K. The largest seller was Victory Capital Management, cutting an estimated $38.5M.

  • 12 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q2 2023, down from 13 in Q1 2023.
  • Funds reported $173M of VictoryShares US Value Momentum ETF stock for Q2 2023, down 18% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Value Momentum ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest VictoryShares US Value Momentum ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $142K added.
  • The largest VictoryShares US Value Momentum ETF seller in Q2 2023 was Victory Capital Management, an estimated $38.5M sold.

Based on aggregated 13F filings for Q2 2023.