VictoryShares US Value Momentum ETF
ULVM
9 hedge funds and large institutions have $133M invested in VictoryShares US Value Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
6.95% less ownership
Funds ownership: 88.32% → 81.37% (-7%)
10% less funds holding
Funds holding: 10 → 9 (-1)
12% less capital invested
Capital invested by funds: $151M → $133M (-$17.6M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.21K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$71 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$17.4M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$14.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$235K |
| 4 |
Morgan Stanley
New York
|
-$13.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $129M | -$17.4M | -245,265 | -13% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.16M | -$235K | -3,317 | -7% |
|
|
WWM
3
Western Wealth Management
Golden,
Colorado
| $358K | – | – | – |
|
4
HighTower Advisors
Chicago,
Illinois
| $312K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $54.4K | +$8.21K | +116 | +19% |
|
|
6
Morgan Stanley
New York
| $15.2K | -$13.9K | -197 | -50% |
|
|
BWL
7
Bogart Wealth LLC
Mclean,
Virginia
| $10.3K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $609 | -$2.41K | -34 | -81% |
|
|
9
Wells Fargo
San Francisco,
California
| $63 | +$71 | +1 | New |
|
|
10
Charles Schwab
San Francisco,
California
| – | -$14.3M | -209,938 | Closed |
|
|
GI
11
Gradient Investments
Arden Hills,
Minnesota
| – | -$49 | -1 | Closed |
|
ULVM Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q1 2024, worth a combined $133M — down 12% from $151M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ULVM and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Bank of America, adding an estimated $8.21K. The largest seller was Victory Capital Management, cutting an estimated $17.4M.
- 9 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $133M of VictoryShares US Value Momentum ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 1 fund opened new VictoryShares US Value Momentum ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest VictoryShares US Value Momentum ETF buyer in Q1 2024 was Bank of America, an estimated $8.21K added.
- The largest VictoryShares US Value Momentum ETF seller in Q1 2024 was Victory Capital Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q1 2024.