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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

48 hedge funds and large institutions have $1.18B invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more funds holding

Funds holding: 36 → 48 (+12)

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$137M)

2.48% more ownership

Funds ownership: 94.71% → 97.19% (+2.5%)

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
14
Increased
22
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$56M
2
Victory Capital Management
Victory Capital Management
Texas
+$6.55M
3
VT
Vise Technologies
New York
+$4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.25M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.15M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$640K
2
Bank of America
Bank of America
North Carolina
-$557K
3
RPGK
Retirement Planning Group (Kansas)
Kansas
-$342K
4
CFP
Comprehensive Financial Planning
Pennsylvania
-$150K
5
TC
Trilogy Capital
California
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$490K +$486K +5,371 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$411K +$6.61K +73 +2%
NWM
28
Nova Wealth Management
Florida
$403K +$20.1K +222 +5%
MCC
29
Money Concepts Capital
Florida
$315K +$312K +3,448 New
OIA
30
OneDigital Investment Advisors
Kansas
$303K – – –
Morgan Stanley
31
Morgan Stanley
New York
$249K -$2.63K -29 -1%
Comerica Bank
32
Comerica Bank
Texas
$235K +$1.54K +17 +0.7%
EH
33
Equitable Holdings
New York
$228K -$65.4K -722 -22%
BlackRock
34
BlackRock
New York
$217K +$58.1K +641 +37%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$184K +$90.7K +1,001 +98%
Wells Fargo
36
Wells Fargo
California
$178K +$74.9K +827 +74%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$97.8K +$32.6K +360 +51%
SFG
38
Strive Financial Group
Indiana
$38.7K +$38.4K +424 New
CTC
39
Central Trust Company
Missouri
$22K +$21.8K +241 New
MCM
40
MAI Capital Management
Ohio
$21.3K +$181 +2 +0.9%
FCT
41
Family Capital Trust
Massachusetts
$17.6K +$11.2K +124 +180%
AF
42
Allworth Financial
California
$12.8K +$12.7K +140 New
GSWM
43
Golden State Wealth Management
California
$10.3K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$9.86K -$13.1K -145 -57%
BWL
45
Bogart Wealth LLC
Virginia
$5.35K – – –
AWM
46
AE Wealth Management
Kansas
$3.29K +$3.26K +36 New
CFD
47
Creative Financial Designs
Indiana
$2.74K +$2.72K +30 New
AssetMark Inc
48
AssetMark Inc
California
$1.83K +$1.81K +20 New
SIS
49
Sound Income Strategies
Florida
$14 – – –
CFP
50
Comprehensive Financial Planning
Pennsylvania
– -$150K -1,659 Closed
1
2
3

USVM Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2025, worth a combined $1.18B — up 13% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USVM positions and 2 closed out — a net gain of 12 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $56M. The largest seller was Susquehanna International Group, cutting an estimated $640K.

  • 48 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $1.18B of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 14 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $56M added.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2025 was Susquehanna International Group, an estimated $640K sold.

Based on aggregated 13F filings for Q4 2025.