VictoryShares US Small Mid Cap Value Momentum ETF
USVM
13 hedge funds and large institutions have $250M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
114% more capital invested
Capital invested by funds: $117M → $250M (+$133M)
63% more funds holding
Funds holding: 8 → 13 (+5)
4.47% less ownership
Funds ownership: 110.66% → 106.2% (-4.5%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$77.7M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$18.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$13.3M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$5.27M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$95.9K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.7K |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.4K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$52 |
USVM Hedge Fund Activity: Q4 2019 in Review
13 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2019, worth a combined $250M — up 114% from $117M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USVM positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $77.7M. The largest seller was UBS Group, cutting an estimated $95.9K.
- 13 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2019, up from 8 in Q3 2019.
- Funds reported $250M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2019, up 114% quarter-over-quarter.
- 6 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2019 and 1 closed out, a net change of +5 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2019 was Cerity Partners OCIO, an estimated $77.7M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2019 was UBS Group, an estimated $95.9K sold.
Based on aggregated 13F filings for Q4 2019.