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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
+$6.63M
2
Citadel Advisors
Citadel Advisors
Florida
+$614K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241K
4
AG
Advisor Group
Arizona
+$26.7K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$30.9K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2K

USVM Hedge Fund Activity: Q1 2019 in Review

6 of the 4,633 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.