VictoryShares US Small Mid Cap Value Momentum ETF
USVM
9 hedge funds and large institutions have $117M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
44% more capital invested
Capital invested by funds: $81.5M → $117M (+$35.8M)
25.53% more ownership
Funds ownership: 83.97% → 109.5% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$26.3M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$5.76M |
| 3 |
Jane Street
New York
|
+$2.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19.6K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$51 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USAA
1
United Services Automobile Association
San Antonio,
Texas
| $85.1M | +$5.76M | +113,179 | +7% |
|
|
2
Victory Capital Management
San Antonio,
Texas
| $26.4M | +$26.3M | +517,021 | New |
|
|
3
Jane Street
New York
| $2.39M | +$2.39M | +46,950 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.82M | +$1.19M | +23,480 | +192% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.41M | +$195K | +3,831 | +16% |
|
|
6
UBS Group
Zurich,
Switzerland
| $91K | -$19.6K | -385 | -18% |
|
7
Bank of America
Charlotte,
North Carolina
| $45K | – | – | – |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $27K | -$51 | -1 | -0.2% |
|
9
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | New |
|
USVM Hedge Fund Activity: Q2 2019 in Review
9 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2019, worth a combined $117M — up 44% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USVM positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $26.3M. The largest seller was UBS Group, cutting an estimated $19.6K.
- 9 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2019, up from 6 in Q1 2019.
- Funds reported $117M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2019, up 44% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2019 and 0 closed out, a net change of +3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2019 was Victory Capital Management, an estimated $26.3M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2019 was UBS Group, an estimated $19.6K sold.
Based on aggregated 13F filings for Q2 2019.