VictoryShares US Value Momentum ETF
ULVM
10 hedge funds and large institutions have $151M invested in VictoryShares US Value Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
9% more capital invested
Capital invested by funds: $139M → $151M (+$11.8M)
0.02% less ownership
Funds ownership: 88.34% → 88.32% (-0.02%)
23% less funds holding
Funds holding: 13 → 10 (-3)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.85M |
| 2 |
Morgan Stanley
New York
|
+$12.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$3.81M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$450K |
| 3 |
Goldman Sachs
New York
|
-$370K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$47.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$15.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $133M | -$3.81M | -60,000 | -3% |
|
|
2
Charles Schwab
San Francisco,
California
| $14.3M | -$450K | -7,094 | -3% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.06M | +$1.85M | +29,201 | +187% |
|
|
WWM
4
Western Wealth Management
Golden,
Colorado
| $322K | – | – | – |
|
5
HighTower Advisors
Chicago,
Illinois
| $281K | -$2.54K | -40 | -1% |
|
6
Bank of America
Charlotte,
North Carolina
| $40.9K | – | – | – |
|
|
7
Morgan Stanley
New York
| $27K | +$12.6K | +198 | +100% |
|
|
BWL
8
Bogart Wealth LLC
Mclean,
Virginia
| $9.21K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.87K | -$47.8K | -753 | -95% |
|
|
GI
10
Gradient Investments
Arden Hills,
Minnesota
| $49 | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $26 | -$63 | -1 | Closed |
|
|
12
Goldman Sachs
New York
| – | -$370K | -5,995 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$15.1K | -245 | Closed |
|
ULVM Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q4 2023, worth a combined $151M — up 8.5% from $139M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ULVM and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.85M. The largest seller was Victory Capital Management, cutting an estimated $3.81M.
- 10 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q4 2023, down from 13 in Q3 2023.
- Funds reported $151M of VictoryShares US Value Momentum ETF stock for Q4 2023, up 8.5% quarter-over-quarter.
- 0 funds opened new VictoryShares US Value Momentum ETF positions in Q4 2023 and 3 closed out, a net change of -3 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.85M added.
- The largest VictoryShares US Value Momentum ETF seller in Q4 2023 was Victory Capital Management, an estimated $3.81M sold.
Based on aggregated 13F filings for Q4 2023.