VictoryShares US Small Mid Cap Value Momentum ETF
USVM
18 hedge funds and large institutions have $252M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
13% more funds holding
Funds holding: 16 → 18 (+2)
1.48% more ownership
Funds ownership: 101.05% → 102.53% (+1.5%)
3% more capital invested
Capital invested by funds: $244M → $252M (+$7.81M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$385K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$327K |
| 3 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
|
+$228K |
| 4 |
HS
Horan Securities
Cincinnati,
United States
|
+$221K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$5.58M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$3.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$111K |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$5.8K |
USVM Hedge Fund Activity: Q3 2020 in Review
18 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2020, worth a combined $252M — up 3.2% from $244M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USVM positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $385K. The largest seller was Victory Capital Management, cutting an estimated $5.58M.
- 18 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2020, up from 16 in Q2 2020.
- Funds reported $252M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2020, up 3.2% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2020 and 2 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2020 was Cerity Partners OCIO, an estimated $385K added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2020 was Victory Capital Management, an estimated $5.58M sold.
Based on aggregated 13F filings for Q3 2020.