VictoryShares US Small Mid Cap Value Momentum ETF
USVM
16 hedge funds and large institutions have $244M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
23% more funds holding
Funds holding: 13 → 16 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $282M → $244M (-$37.2M)
42.72% less ownership
Funds ownership: 143.77% → 101.05% (-43%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$935K |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$552K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$91.6M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$23.8M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$287K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$243K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$34.6K |
USVM Hedge Fund Activity: Q2 2020 in Review
16 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2020, worth a combined $244M — down 13% from $282M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USVM positions and 3 closed out — a net gain of 4 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $25M. The largest seller was Victory Capital Management, cutting an estimated $91.6M.
- 16 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2020, up from 13 in Q1 2020.
- Funds reported $244M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2020, down 13% quarter-over-quarter.
- 7 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2020 and 3 closed out, a net change of +4 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2020 was Charles Schwab, an estimated $25M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2020 was Victory Capital Management, an estimated $91.6M sold.
Based on aggregated 13F filings for Q2 2020.