VictoryShares US Small Mid Cap Value Momentum ETF
USVM
6 hedge funds and large institutions have $81.5M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
24% more capital invested
Capital invested by funds: $65.7M → $81.5M (+$15.8M)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.72% less ownership
Funds ownership: 87.69% → 83.97% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$6.63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$614K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$241K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$30.9K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USAA
1
United Services Automobile Association
San Antonio,
Texas
| $79.5M | +$6.63M | +131,687 | +9% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.22M | +$241K | +4,791 | +25% |
|
|
3
Citadel Advisors
Miami,
Florida
| $623K | +$614K | +12,202 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $111K | -$30.9K | -614 | -22% |
|
5
Bank of America
Charlotte,
North Carolina
| $45K | – | – | – |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $27K | +$26.7K | +530 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$2K | -40 | Closed |
|
USVM Hedge Fund Activity: Q1 2019 in Review
6 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2019, worth a combined $81.5M — up 24% from $65.7M a quarter earlier.
Fund positioning in USVM was balanced in Q1 2019: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $6.63M. The largest seller was UBS Group, cutting an estimated $30.9K.
- 6 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $81.5M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2019, up 24% quarter-over-quarter.
- 2 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2019 and 2 closed out, a net change of 0 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2019 was United Services Automobile Association, an estimated $6.63M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2019 was UBS Group, an estimated $30.9K sold.
Based on aggregated 13F filings for Q1 2019.