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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

39 hedge funds and large institutions have $916M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$640M
2
Cerity Partners
2
Cerity Partners
New York
$115M
3
VT
3
Vise Technologies
New York
$7.05M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.94M
5
Truist Financial
5
Truist Financial
North Carolina
$4.29M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$2.08M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
TC
5
Trilogy Capital
California
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$640M 7,468,966 +750,761 +11%
Cerity Partners
2
Cerity Partners
New York
$115M 1,364,614 +249,822 +22%
Victory Capital Management
3
Victory Capital Management
Texas
$102M 1,221,416 +27,000 +2%
SL
4
Systelligence LLC
Minnesota
$10.5M 125,487 +8,796 +8%
AFS
5
Anderson Financial Strategies
Ohio
$7.21M 85,865 -920 -1%
VT
6
Vise Technologies
New York
$7.05M 84,052 +84,052 New
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$5.94M 70,747 +53,791 +317%
Truist Financial
8
Truist Financial
North Carolina
$4.29M 51,128 +51,128 New
BFA
9
Beacon Financial Advisory
Ohio
$3.89M 46,335 -1,178 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$3.47M 41,387 +33,720 +440%
NAM
11
NorthCrest Asset Manangement
Minnesota
$3.15M 36,723 +7,908 +27%
TC
12
Trilogy Capital
California
$2.88M 34,322 -7,704 -18%
EE
13
EWG Elevate
California
$2.65M 31,538 +5,087 +19%
Bank of America
14
Bank of America
North Carolina
$2.08M 24,827 -12,917 -34%
Raymond James Financial
15
Raymond James Financial
Florida
$1.24M 14,755 +6,905 +88%
SPIA
16
Steward Partners Investment Advisory
New York
$697K 8,303 +8,303 New
Morgan Stanley
17
Morgan Stanley
New York
$567K 6,751 +4,217 +166%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$493K 5,870 +5,870 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$394K 4,700 -145 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$372K 4,437 -5,239 -54%
AWS
21
Atria Wealth Solutions
New York
$367K 4,286 +4,286 New
EH
22
Equitable Holdings
New York
$352K 4,190 +1,384 +49%
LPL Financial
23
LPL Financial
California
$280K 3,333 +651 +24%
OIA
24
OneDigital Investment Advisors
Kansas
$278K 3,315 -95 -3%
RWA
25
Redhawk Wealth Advisors
Minnesota
$235K 2,802 -148 -5%
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