We are live on ! Find out more
USVM icon

VictoryShares US Small Mid Cap Value Momentum ETF

58 hedge funds and large institutions have $1.07B invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

21% more funds holding

Funds holding: 4858 (+10)

9% less capital invested

Capital invested by funds: $1.18B → $1.07B (-$112M)

21.64% less ownership

Funds ownership: 97.19%75.55% (-22%)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
23
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$832K +$329K +3,415 +64%
JP Morgan Chase
27
JP Morgan Chase
New York
$653K +$65.2K +676 +11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$648K +$225K +2,334 +52%
NWM
29
Nova Wealth Management
Florida
$531K +$115K +1,196 +27%
Osaic Holdings
30
Osaic Holdings
Arizona
$508K -$121K -1,259 -19%
Jane Street
31
Jane Street
New York
$498K -$262K -2,716 -34%
OIA
32
OneDigital Investment Advisors
Kansas
$358K +$45K +467 +14%
MCC
33
Money Concepts Capital
Florida
$332K +$5.21K +54 +2%
Morgan Stanley
34
Morgan Stanley
New York
$276K +$18.2K +189 +7%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$263K +$268K +2,777 New
CS
36
Capital Square
Tennessee
$235K +$221K +2,296 New
SPC
37
Sigma Planning Corp
Michigan
$230K +$234K +2,427 New
BlackRock
38
BlackRock
New York
$225K +$771 +8 +0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$207K +$211K +2,185 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$83.2K +$74.4K +771 +714%
UBS Group
41
UBS Group
Switzerland
$62.3K +$63.5K +658 New
SFG
42
Strive Financial Group
Indiana
$40K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$35K -$159K -1,652 -82%
ASN
44
Advisory Services Network
Georgia
$33.1K +$33.8K +350 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$29K -$73.8K -765 -71%
CFO
46
CVA Family Office
Colorado
$26.4K +$26.9K +279 New
MCM
47
MAI Capital Management
Ohio
$22.2K
AWM
48
AE Wealth Management
Kansas
$18.7K +$15.6K +162 +450%
AF
49
Allworth Financial
California
$13.3K
Wells Fargo
50
Wells Fargo
California
$10.8K -$177K -1,832 -94%