VictoryShares US Small Mid Cap Value Momentum ETF
USVM
13 hedge funds and large institutions have $207M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 13 → 13 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.89% less ownership
Funds ownership: 106.2% → 104.3% (-1.9%)
17% less capital invested
Capital invested by funds: $250M → $207M (-$43.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$20.4M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$17.8M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$3.26M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.36M |
| 5 |
Goldman Sachs
New York
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.88M |
| 2 |
Jane Street
New York
|
-$923K |
| 3 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$122K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.39K |
USVM Hedge Fund Activity: Q1 2020 in Review
13 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2020, worth a combined $207M — down 17% from $250M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USVM positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $20.4M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $4.88M sold.
- 13 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $207M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2020 and 3 closed out, a net change of +1 holder.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2020 was Victory Capital Management, an estimated $20.4M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $4.88M sold.
Based on aggregated 13F filings for Q1 2020.