VictoryShares US Small Mid Cap Value Momentum ETF
USVM
14 hedge funds and large institutions have $325M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.
11% more capital invested
Capital invested by funds: $292M → $325M (+$33.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.58% less ownership
Funds ownership: 103.18% → 102.6% (-0.58%)
13% less funds holding
Funds holding: 16 → 14 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.15M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$6.68M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$1.84M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$1.02M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$937K |
| 5 |
Goldman Sachs
New York
|
-$493K |
USVM Hedge Fund Activity: Q1 2021 in Review
14 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2021, worth a combined $325M — up 11% from $292M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of USVM and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.93M. The largest seller was Cerity Partners OCIO, cutting an estimated $6.68M.
- 14 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2021, down from 16 in Q4 2020.
- Funds reported $325M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 1 fund opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2021 and 3 closed out, a net change of -2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2021 was Susquehanna International Group, an estimated $1.93M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2021 was Cerity Partners OCIO, an estimated $6.68M sold.
Based on aggregated 13F filings for Q1 2021.