VictoryShares US Small Mid Cap Value Momentum ETF
USVM
8 hedge funds and large institutions have $62.6M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
18% more capital invested
Capital invested by funds: $53.2M → $62.6M (+$9.48M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.9% less ownership
Funds ownership: 85.43% → 83.54% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$6.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
| 3 |
Jane Street
New York
|
+$804K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$49K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$56.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$23.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USAA
1
United Services Automobile Association
San Antonio,
Texas
| $59.6M | +$6.26M | +112,091 | +12% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.29M | +$1.07M | +19,239 | +476% |
|
|
3
Jane Street
New York
| $800K | +$804K | +14,409 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $730K | -$56.3K | -1,009 | -7% |
|
|
5
UBS Group
Zurich,
Switzerland
| $172K | -$23.6K | -422 | -12% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $49K | +$49K | +877 | New |
|
|
SFM
7
Signet Financial Management
Parsippany,
New Jersey
| $5K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | +$2.23K | +40 | New |
|
USVM Hedge Fund Activity: Q3 2018 in Review
8 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2018, worth a combined $62.6M — up 18% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USVM positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $6.26M. The largest seller was Citadel Advisors, cutting an estimated $56.3K.
- 8 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2018, up from 5 in Q2 2018.
- Funds reported $62.6M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2018, up 18% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2018 and 0 closed out, a net change of +3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2018 was United Services Automobile Association, an estimated $6.26M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2018 was Citadel Advisors, an estimated $56.3K sold.
Based on aggregated 13F filings for Q3 2018.