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VictoryShares US Value Momentum ETF
ULVM

13 hedge funds and large institutions have $181M invested in VictoryShares US Value Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

19% more capital invested

Capital invested by funds: $152M → $181M (+$28.9M)

18% more funds holding

Funds holding: 11 → 13 (+2)

1.89% more ownership

Funds ownership: 86.16% → 88.04% (+1.9%)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$22.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.61M
3
Citadel Advisors
Citadel Advisors
Florida
+$788K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$168K
5
Bank of America
Bank of America
North Carolina
+$144K

Top Sellers

Rank Fund Capital Flow
1
FMII
Farmers & Merchants Investments Inc
Nebraska
-$35K
2
WA
WPG Advisers
Maryland
-$18.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$170M +$22.5M +248,284 +15%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.64M +$3.61M +39,822 New
Bank of America
3
Bank of America
North Carolina
$2.25M +$144K +1,594 +7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.09M +$168K +1,860 +9%
MF
5
Manchester Financial
California
$1.69M +$66.7K +737 +4%
Citadel Advisors
6
Citadel Advisors
Florida
$796K +$788K +8,707 New
WWM
7
Western Wealth Management
Colorado
$383K – – –
HighTower Advisors
8
HighTower Advisors
Illinois
$354K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$43.4K +$42.9K +474 New
AssetMark Inc
10
AssetMark Inc
California
$22.8K – – –
Morgan Stanley
11
Morgan Stanley
New York
$12.8K – – –
BWL
12
Bogart Wealth LLC
Virginia
$12.3K – – –
IAIM
13
International Assets Investment Management
Florida
$6.85K +$6.79K +75 New
FMII
14
Farmers & Merchants Investments Inc
Nebraska
– -$35K -386 Closed
WA
15
WPG Advisers
Maryland
– -$18.1K -200 Closed

ULVM Hedge Fund Activity: Q4 2025 in Review

13 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Value Momentum ETF (ULVM) for Q4 2025, worth a combined $181M — up 19% from $152M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ULVM positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $22.5M. The largest seller was Farmers & Merchants Investments Inc, exiting entirely with an estimated $35K sold.

  • 13 institutional investors held VictoryShares US Value Momentum ETF (ULVM) as of Q4 2025, up from 11 in Q3 2025.
  • Funds reported $181M of VictoryShares US Value Momentum ETF stock for Q4 2025, up 19% quarter-over-quarter.
  • 4 funds opened new VictoryShares US Value Momentum ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
  • The largest VictoryShares US Value Momentum ETF buyer in Q4 2025 was Victory Capital Management, an estimated $22.5M added.
  • The largest VictoryShares US Value Momentum ETF seller in Q4 2025 was Farmers & Merchants Investments Inc, an estimated $35K sold.

Based on aggregated 13F filings for Q4 2025.