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VictoryShares US Small Mid Cap Value Momentum ETF

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: 12 (+1)

33% more funds holding

Funds holding: 3648 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
51
Farmers & Merchants Investments Inc
Nebraska
-$12.5K -138 Closed

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.