VictoryShares US Small Mid Cap Value Momentum ETF
USVM
16 hedge funds and large institutions have $292M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.
16% more capital invested
Capital invested by funds: $252M → $292M (+$39.9M)
0.65% more ownership
Funds ownership: 102.53% → 103.18% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 18 → 16 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.65M |
| 3 |
HS
Horan Securities
Cincinnati,
United States
|
+$190K |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$67.8K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$22.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$7.57M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
-$4.99M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$4.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.44M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$615K |
USVM Hedge Fund Activity: Q4 2020 in Review
16 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2020, worth a combined $292M — up 16% from $252M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USVM and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 2 added.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $3.01M. The largest seller was Charles Schwab, cutting an estimated $7.57M.
- 16 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2020, down from 18 in Q3 2020.
- Funds reported $292M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2020 and 5 closed out, a net change of -2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $3.01M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2020 was Charles Schwab, an estimated $7.57M sold.
Based on aggregated 13F filings for Q4 2020.