VictoryShares US Value Momentum ETF
ULVM
9 hedge funds and large institutions have $142M invested in VictoryShares US Value Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
11% more capital invested
Capital invested by funds: $128M → $142M (+$14M)
2.38% more ownership
Funds ownership: 83.31% → 85.69% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.47M |
| 2 |
LPL Financial
San Diego,
California
|
+$323K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.42K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.48K |
| 5 |
Morgan Stanley
New York
|
+$77 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$23.2K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$5.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Victory Capital Management
San Antonio,
Texas
| $137M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.62M | +$3.47M | +44,810 | New |
|
|
WWM
3
Western Wealth Management
Golden,
Colorado
| $357K | -$23.2K | -300 | -6% |
|
|
4
LPL Financial
San Diego,
California
| $337K | +$323K | +4,173 | New |
|
5
HighTower Advisors
Chicago,
Illinois
| $331K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $64.5K | +$6.42K | +83 | +12% |
|
|
7
Morgan Stanley
New York
| $16.1K | +$77 | +1 | +0.5% |
|
|
BWL
8
Bogart Wealth LLC
Mclean,
Virginia
| $10.9K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.59K | +$2.48K | +32 | New |
|
|
IAIM
10
International Assets Investment Management
Orlando,
Florida
| – | -$5.62K | -75 | Closed |
|
ULVM Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q3 2024, worth a combined $142M — up 11% from $128M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ULVM positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.47M. The largest seller was Western Wealth Management, cutting an estimated $23.2K.
- 9 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $142M of VictoryShares US Value Momentum ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 3 funds opened new VictoryShares US Value Momentum ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $3.47M added.
- The largest VictoryShares US Value Momentum ETF seller in Q3 2024 was Western Wealth Management, an estimated $23.2K sold.
Based on aggregated 13F filings for Q3 2024.