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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
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$5.94M
4
Truist Financial
4
Truist Financial
North Carolina
$4.29M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.47M

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 %
RWA
26
Redhawk Wealth Advisors
Minnesota
$235K 2,802 -148 -5%
Comerica Bank
27
Comerica Bank
Texas
$215K 2,560 +1,069 +72%
NWM
28
Nova Wealth Management
Florida
$190K 2,268 +1,727 +319%
CFP
29
Comprehensive Financial Planning
Pennsylvania
$138K 1,649 -550 -25%
BlackRock
30
BlackRock
New York
$135K 1,613 +1,534 +1,942%
Bessemer Group
31
Bessemer Group
New Jersey
$94K 1,125 +1,125 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$60.2K 718 -87 -11%
Osaic Holdings
33
Osaic Holdings
Arizona
$57.9K 688 -1,002 -59%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$52K 625 +285 +84%
GSWM
35
Golden State Wealth Management
California
$9.48K 113 – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.98K 107 – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$8.56K 102 +102 New
BWL
38
Bogart Wealth LLC
Virginia
$4.91K 59 – –
FCT
39
Family Capital Trust
Massachusetts
$1.01K 12 – –
Wells Fargo
40
Wells Fargo
California
$76 1 – –
SIS
41
Sound Income Strategies
Florida
– – – –
Two Sigma Investments
42
Two Sigma Investments
New York
– – -75,500 Closed
Goldman Sachs
43
Goldman Sachs
New York
– – -20,795 Closed
MML Investors Services
44
MML Investors Services
Massachusetts
– – -9,606 Closed
TSS
45
Two Sigma Securities
New York
– – -2,920 Closed
BTI
46
Blue Trust Inc
Georgia
– – -2,821 Closed
UBS Group
47
UBS Group
Switzerland
– – -1,462 Closed
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
– – -670 Closed
RJA
49
Ross\Johnson & Associates
Minnesota
– – -65 Closed
AP
50
Aspect Partners
Virginia
– – -4 Closed
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