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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

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, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $758M → $917M (+$160M)

1.94% more ownership

Funds ownership: 93.43% → 95.37% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 42 → 40 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$59.3M
2
Cerity Partners
Cerity Partners
New York
+$19.7M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
+$4.25M
4
Truist Financial
Truist Financial
North Carolina
+$4.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$5.94M
2
Goldman Sachs
Goldman Sachs
New York
-$1.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.25M
4
Bank of America
Bank of America
North Carolina
-$1.02M
5
MML Investors Services
MML Investors Services
Massachusetts
-$756K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$278K -$7.51K -95 -3%
RWA
27
Redhawk Wealth Advisors
Minnesota
$235K -$11.7K -148 -5%
Comerica Bank
28
Comerica Bank
Texas
$215K +$84.5K +1,069 +72%
NWM
29
Nova Wealth Management
Florida
$190K +$136K +1,727 +319%
CFP
30
Comprehensive Financial Planning
Pennsylvania
$138K -$43.5K -550 -25%
BlackRock
31
BlackRock
New York
$135K +$121K +1,534 +1,942%
Bessemer Group
32
Bessemer Group
New Jersey
$94K +$88.9K +1,125 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$60.2K -$6.88K -87 -11%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$52K +$22.5K +285 +84%
GSWM
35
Golden State Wealth Management
California
$9.48K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.98K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$8.56K +$8.06K +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
1
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USVM Hedge Fund Activity: Q2 2025 in Review

40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2025, worth a combined $917M — up 21% from $758M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of USVM and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $59.3M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $5.94M sold.

  • 40 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2025, down from 42 in Q1 2025.
  • Funds reported $917M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 7 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2025 and 9 closed out, a net change of -2 holders.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $59.3M added.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2025 was Two Sigma Investments, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2025.