VictoryShares US Value Momentum ETF
ULVM
12 hedge funds and large institutions have $143M invested in VictoryShares US Value Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
13% more capital invested
Capital invested by funds: $126M → $143M (+$16.6M)
1.04% more ownership
Funds ownership: 84.96% → 85.99% (+1%)
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 |
Victory Capital Management
San Antonio,
Texas
|
+$5.75M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.67M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$932K |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
+$524K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$559 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$462K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.3K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $136M | +$5.75M | +72,000 | +5% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.87M | +$932K | +11,660 | +53% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.78M | +$1.67M | +20,936 | New |
|
|
MF
4
Manchester Financial
Westlake Village,
California
| $1.16M | +$524K | +6,559 | +94% |
|
|
WWM
5
Western Wealth Management
Golden,
Colorado
| $357K | – | – | – |
|
6
HighTower Advisors
Chicago,
Illinois
| $330K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $74.9K | +$559 | +7 | +0.8% |
|
8
AssetMark Inc
Concord,
California
| $21.3K | – | – | – |
|
|
WA
9
WPG Advisers
Baltimore,
Maryland
| $17K | – | – | – |
|
|
BWL
10
Bogart Wealth LLC
Mclean,
Virginia
| $11.5K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $2.47K | -$14.3K | -179 | -86% |
|
12
Morgan Stanley
New York
| $121 | +$80 | +1 | New |
|
|
13
LPL Financial
San Diego,
California
| – | -$462K | -5,758 | Closed |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | -$3.94K | -49 | Closed |
|
ULVM Hedge Fund Activity: Q2 2025 in Review
12 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q2 2025, worth a combined $143M — up 13% from $126M a quarter earlier.
Fund positioning in ULVM was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $5.75M. The largest seller was LPL Financial, exiting entirely with an estimated $462K sold.
- 12 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $143M of VictoryShares US Value Momentum ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 2 funds opened new VictoryShares US Value Momentum ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
- The largest VictoryShares US Value Momentum ETF buyer in Q2 2025 was Victory Capital Management, an estimated $5.75M added.
- The largest VictoryShares US Value Momentum ETF seller in Q2 2025 was LPL Financial, an estimated $462K sold.
Based on aggregated 13F filings for Q2 2025.