We are live on ! Find out more
USVM icon

VictoryShares US Small Mid Cap Value Momentum ETF
USVM

58 hedge funds and large institutions have $1.07B invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

21% more funds holding

Funds holding: 48 → 58 (+10)

9% less capital invested

Capital invested by funds: $1.18B → $1.07B (-$112M)

21.64% less ownership

Funds ownership: 97.19% → 75.55% (-22%)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
23
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWP
LeClair Wealth Partners
Ohio
+$18.4M
2
Victory Capital Management
Victory Capital Management
Texas
+$6.27M
3
SL
Systelligence LLC
Minnesota
+$4.96M
4
WETS
Wealth Enhancement Trust Services
South Dakota
+$4.39M
5
NAM
NorthCrest Asset Manangement
Minnesota
+$3.58M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$174M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.18M
3
BFA
Beacon Financial Advisory
Ohio
-$1.25M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$888K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
51
Golden State Wealth Management
California
$10.7K – – –
PA
52
Parallel Advisors
California
$8.24K +$8.39K +87 New
BWL
53
Bogart Wealth LLC
Virginia
$5.54K – – –
UBS AM
54
UBS AM
Illinois
$5.49K +$5.59K +58 New
CFD
55
Creative Financial Designs
Indiana
$2.84K – – –
EIPL
56
Essential Investment Partners LLC
Colorado
$1.99K +$2.02K +21 New
VAI
57
Vanguard Advisers Inc
Pennsylvania
$1.99K +$2.02K +21 New
AssetMark Inc
58
AssetMark Inc
California
$1.89K – – –
SIS
59
Sound Income Strategies
Florida
$14 – – –
Citadel Advisors
60
Citadel Advisors
Florida
– -$3.18M -34,831 Closed
EH
61
Equitable Holdings
New York
– -$228K -2,492 Closed
CTC
62
Central Trust Company
Missouri
– -$22K -241 Closed
1 2
3