VictoryShares US Value Momentum ETF
ULVM
12 hedge funds and large institutions have $126M invested in VictoryShares US Value Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
1.07% less ownership
Funds ownership: 85.69% → 84.62% (-1.1%)
11% less capital invested
Capital invested by funds: $142M → $126M (-$16.1M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
+$207K |
| 2 |
LPL Financial
San Diego,
California
|
+$99.3K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.07K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$83 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$14.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$18.3K |
| 4 |
Morgan Stanley
New York
|
-$16.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $123M | -$14.2M | -170,894 | -10% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.67M | -$1.99M | -23,993 | -54% |
|
|
3
LPL Financial
San Diego,
California
| $432K | +$99.3K | +1,196 | +29% |
|
|
WWM
4
Western Wealth Management
Golden,
Colorado
| $337K | -$18.3K | -220 | -5% |
|
5
HighTower Advisors
Chicago,
Illinois
| $330K | – | – | – |
|
|
MF
6
Manchester Financial
Westlake Village,
California
| $200K | +$207K | +2,487 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $64.2K | – | – | – |
|
|
WA
8
WPG Advisers
Baltimore,
Maryland
| $36.2K | +$37.4K | +450 | New |
|
|
BWL
9
Bogart Wealth LLC
Mclean,
Virginia
| $10.8K | – | – | – |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| $3.94K | +$4.07K | +49 | New |
|
|
11
Morgan Stanley
New York
| $95 | -$16.4K | -198 | -99% |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $80 | +$83 | +1 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$2.59K | -32 | Closed |
|
ULVM Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q4 2024, worth a combined $126M — down 11% from $142M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ULVM positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Manchester Financial, opening a new position worth an estimated $207K. The largest seller was Victory Capital Management, cutting an estimated $14.2M.
- 12 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $126M of VictoryShares US Value Momentum ETF stock for Q4 2024, down 11% quarter-over-quarter.
- 4 funds opened new VictoryShares US Value Momentum ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q4 2024 was Manchester Financial, an estimated $207K added.
- The largest VictoryShares US Value Momentum ETF seller in Q4 2024 was Victory Capital Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2024.