VictoryShares US Small Mid Cap Value Momentum ETF
USVM
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.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
228% more capital invested
Capital invested by funds: $231M → $758M (+$527M)
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
75% more funds holding
Funds holding: 24 → 42 (+18)
12.84% more ownership
Funds ownership: 80.59% → 93.43% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$557M |
| 2 |
AFS
Anderson Financial Strategies
Dayton,
Ohio
|
+$7.23M |
| 3 |
Two Sigma Investments
New York
|
+$6.29M |
| 4 |
Cerity Partners
New York
|
+$2.61M |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$14.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$765K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$416K |
| 4 |
LPL Financial
San Diego,
California
|
-$70.9K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$17.8K |
USVM Hedge Fund Activity: Q1 2025 in Review
42 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2025, worth a combined $758M — up 228% from $231M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new USVM positions and 1 closed out — a net gain of 18 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $557M. The largest seller was Trilogy Capital, cutting an estimated $14.3M.
- 42 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2025, up from 24 in Q4 2024.
- Funds reported $758M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2025, up 228% quarter-over-quarter.
- 19 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2025 and 1 closed out, a net change of +18 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $557M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2025 was Trilogy Capital, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2025.