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VictoryShares US Small Mid Cap Value Momentum ETF

40 hedge funds and large institutions have $917M 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, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.54%
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
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
26
Redhawk Wealth Advisors
Minnesota
$235K -$12.4K -148 -5%
Comerica Bank
27
Comerica Bank
Texas
$215K +$89.7K +1,069 +72%
NWM
28
Nova Wealth Management
Florida
$190K +$145K +1,727 +319%
CFP
29
Comprehensive Financial Planning
Pennsylvania
$138K -$46.2K -550 -25%
BlackRock
30
BlackRock
New York
$135K +$129K +1,534 +1,942%
Bessemer Group
31
Bessemer Group
New Jersey
$94K +$94K +1,125 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$60.2K -$7.3K -87 -11%
Osaic Holdings
33
Osaic Holdings
Arizona
$57.9K -$84.4K -1,002 -59%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$52K +$23.7K +285 +84%
GSWM
35
Golden State Wealth Management
California
$9.48K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.98K
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$8.56K +$8.56K +102 New
BWL
38
Bogart Wealth LLC
Virginia
$4.91K
FCT
39
Family Capital Trust
Massachusetts
$1.01K
Wells Fargo
40
Wells Fargo
California
$76
SIS
41
Sound Income Strategies
Florida
$19
Two Sigma Investments
42
Two Sigma Investments
New York
-$5.94M -75,500 Closed
Goldman Sachs
43
Goldman Sachs
New York
-$1.64M -20,795 Closed
MML Investors Services
44
MML Investors Services
Massachusetts
-$756K -9,606 Closed
TSS
45
Two Sigma Securities
New York
-$230K -2,920 Closed
BTI
46
Blue Trust Inc
Georgia
-$222K -2,821 Closed
UBS Group
47
UBS Group
Switzerland
-$115K -1,462 Closed
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
-$53K -670 Closed
RJA
49
Ross\Johnson & Associates
Minnesota
-$5.12K -65 Closed
AP
50
Aspect Partners
Virginia
-$315 -4 Closed