VictoryShares US Value Momentum ETF
ULVM
7 hedge funds and large institutions have $128M invested in VictoryShares US Value Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1.95% more ownership
Funds ownership: 81.37% → 83.31% (+1.9%)
4% less capital invested
Capital invested by funds: $133M → $128M (-$5.09M)
22% less funds holding
Funds holding: 9 → 7 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$5.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$609 |
| 3 |
Morgan Stanley
New York
|
-$74 |
| 4 |
Wells Fargo
San Francisco,
California
|
-$63 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Victory Capital Management
San Antonio,
Texas
| $127M | – | – | – |
|
|
WWM
2
Western Wealth Management
Golden,
Colorado
| $353K | – | – | – |
|
3
HighTower Advisors
Chicago,
Illinois
| $307K | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $53.6K | – | – | – |
|
|
5
Morgan Stanley
New York
| $14.8K | -$74 | -1 | -0.5% |
|
|
BWL
6
Bogart Wealth LLC
Mclean,
Virginia
| $10.1K | – | – | – |
|
|
IAIM
7
International Assets Investment Management
Orlando,
Florida
| $5.62K | +$5.57K | +75 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$3.16M | -41,516 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$609 | -8 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$63 | -1 | Closed |
|
ULVM Hedge Fund Activity: Q2 2024 in Review
7 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q2 2024, worth a combined $128M — down 3.8% from $133M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ULVM and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $5.57K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.16M sold.
- 7 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q2 2024, down from 9 in Q1 2024.
- Funds reported $128M of VictoryShares US Value Momentum ETF stock for Q2 2024, down 3.8% quarter-over-quarter.
- 1 fund opened new VictoryShares US Value Momentum ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q2 2024 was International Assets Investment Management, an estimated $5.57K added.
- The largest VictoryShares US Value Momentum ETF seller in Q2 2024 was Susquehanna International Group, an estimated $3.16M sold.
Based on aggregated 13F filings for Q2 2024.