VictoryShares US Value Momentum ETF
ULVM
12 hedge funds and large institutions have $126M invested in VictoryShares US Value Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0.33% more ownership
Funds ownership: 84.62% → 84.96% (+0.33%)
0% more capital invested
Capital invested by funds: $126M → $126M (+$296K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
+$372K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$102K |
| 3 |
LPL Financial
San Diego,
California
|
+$32.1K |
| 4 |
AssetMark Inc
Concord,
California
|
+$20.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WPG Advisers
Baltimore,
Maryland
|
-$20.6K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$19.6K |
| 3 |
Morgan Stanley
New York
|
-$95 |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$80 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Victory Capital Management
San Antonio,
Texas
| $123M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.77M | +$102K | +1,241 | +6% |
|
|
MF
3
Manchester Financial
Westlake Village,
California
| $563K | +$372K | +4,520 | +182% |
|
|
4
LPL Financial
San Diego,
California
| $462K | +$32.1K | +389 | +7% |
|
|
WWM
5
Western Wealth Management
Golden,
Colorado
| $337K | – | – | – |
|
|
6
HighTower Advisors
Chicago,
Illinois
| $311K | -$19.6K | -238 | -6% |
|
7
Bank of America
Charlotte,
North Carolina
| $70.1K | +$6.18K | +75 | +9% |
|
|
8
AssetMark Inc
Concord,
California
| $20.1K | +$20.6K | +250 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $16.7K | +$17.1K | +208 | New |
|
|
WA
10
WPG Advisers
Baltimore,
Maryland
| $16.1K | -$20.6K | -250 | -56% |
|
|
BWL
11
Bogart Wealth LLC
Mclean,
Virginia
| $10.8K | – | – | – |
|
12
Fidelity Investments
Boston,
Massachusetts
| $3.94K | – | – | – |
|
|
13
Morgan Stanley
New York
| – | -$95 | -1 | Closed |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$80 | -1 | Closed |
|
ULVM Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q1 2025, worth a combined $126M — up 0.24% from $126M a quarter earlier.
Fund positioning in ULVM was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Manchester Financial, adding an estimated $372K. The largest seller was WPG Advisers, cutting an estimated $20.6K.
- 12 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $126M of VictoryShares US Value Momentum ETF stock for Q1 2025, up 0.24% quarter-over-quarter.
- 2 funds opened new VictoryShares US Value Momentum ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q1 2025 was Manchester Financial, an estimated $372K added.
- The largest VictoryShares US Value Momentum ETF seller in Q1 2025 was WPG Advisers, an estimated $20.6K sold.
Based on aggregated 13F filings for Q1 2025.