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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

42 hedge funds and large institutions have $758M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+18
Holders Change %
+75%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
14
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$526M
2
AFS
Anderson Financial Strategies
Ohio
+$6.83M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.94M
4
Cerity Partners
Cerity Partners
New York
+$2.46M
5
NAM
NorthCrest Asset Manangement
Minnesota
+$2.27M

Top Sellers

1
TC
Trilogy Capital
California
-$13.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$765K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$393K
4
LPL Financial
LPL Financial
California
-$67K
5
OIA
OneDigital Investment Advisors
Kansas
-$16.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$200K +$78.3K +994 +65%
CFP
27
Comprehensive Financial Planning
Pennsylvania
$183K +$52.2K +629 +40%
Osaic Holdings
28
Osaic Holdings
Arizona
$133K +$78.9K +1,002 +146%
Comerica Bank
29
Comerica Bank
Texas
$117K +$315 +4 +0.3%
UBS Group
30
UBS Group
Switzerland
$115K +$107K +1,355 +1,266%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$63.4K +$3.54K +45 +6%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$53K +$53K +670 New
NWM
33
Nova Wealth Management
Florida
$42.6K +$42.6K +541 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$27K – – –
GSWM
35
Golden State Wealth Management
California
$8.9K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.43K – – –
BlackRock
37
BlackRock
New York
$6.22K +$6.22K +79 New
RJA
38
Ross\Johnson & Associates
Minnesota
$5.12K +$5.12K +65 New
BWL
39
Bogart Wealth LLC
Virginia
$4.61K – – –
FCT
40
Family Capital Trust
Massachusetts
$944 +$944 +12 New
AP
41
Aspect Partners
Virginia
$315 +$315 +4 New
Wells Fargo
42
Wells Fargo
California
$45 -$2.97K -66 -99%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
– -$765K -9,080 Closed
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