VictoryShares US Small Mid Cap Value Momentum ETF
USVM
36 hedge funds and large institutions have $1.04B invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
13% more capital invested
Capital invested by funds: $917M → $1.04B (+$123M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.66% less ownership
Funds ownership: 95.37% → 94.71% (-0.66%)
10% less funds holding
Funds holding: 40 → 36 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$59.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.05M |
| 4 |
Cerity Partners
New York
|
+$2.54M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VT
Vise Technologies
New York
|
-$4.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.47M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
-$2.65M |
| 4 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$1.55M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$832K |
USVM Hedge Fund Activity: Q3 2025 in Review
36 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2025, worth a combined $1.04B — up 13% from $917M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USVM and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 18 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $59.8M. The largest seller was Vise Technologies, cutting an estimated $4.02M.
- 36 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2025, down from 40 in Q2 2025.
- Funds reported $1.04B of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 2 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $59.8M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2025 was Vise Technologies, an estimated $4.02M sold.
Based on aggregated 13F filings for Q3 2025.