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.
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%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSWM
51
Golden State Wealth Management
Santa Ana,
California
| $10.7K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $8.24K | +$8.39K | +87 | New |
|
|
BWL
53
Bogart Wealth LLC
Mclean,
Virginia
| $5.54K | – | – | – |
|
54
UBS AM
Chicago,
Illinois
| $5.49K | +$5.59K | +58 | New |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $2.84K | – | – | – |
|
|
EIPL
56
Essential Investment Partners LLC
Englewood,
Colorado
| $1.99K | +$2.02K | +21 | New |
|
|
VAI
57
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $1.99K | +$2.02K | +21 | New |
|
58
AssetMark Inc
Concord,
California
| $1.89K | – | – | – |
|
|
SIS
59
Sound Income Strategies
Ft Lauderdale,
Florida
| $14 | – | – | – |
|
60
Citadel Advisors
Miami,
Florida
| – | -$3.18M | -34,831 | Closed |
|
|
EH
61
Equitable Holdings
New York
| – | -$228K | -2,492 | Closed |
|
|
CTC
62
Central Trust Company
Jefferson City,
Missouri
| – | -$22K | -241 | Closed |
|
USVM Hedge Fund Activity: Q1 2026 in Review
58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2026, worth a combined $1.07B — down 9.5% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new USVM positions and 3 closed out — a net gain of 12 holders — while 23 added to existing stakes and 12 trimmed.
The largest buyer was LeClair Wealth Partners, opening a new position worth an estimated $18.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $174M.
- 58 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2026, up from 48 in Q4 2025.
- Funds reported $1.07B of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2026, down 9.5% quarter-over-quarter.
- 15 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2026 and 3 closed out, a net change of +12 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2026 was LeClair Wealth Partners, an estimated $18.4M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $174M sold.
Based on aggregated 13F filings for Q1 2026.