VictoryShares US Small Mid Cap Value Momentum ETF
USVM
16 hedge funds and large institutions have $275M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
14% more funds holding
Funds holding: 14 → 16 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.72% less ownership
Funds ownership: 102.6% → 92.88% (-9.7%)
16% less capital invested
Capital invested by funds: $325M → $275M (-$50.5M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$2.45M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$320K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$32K |
| 4 |
Morgan Stanley
New York
|
+$7.02K |
| 5 |
HS
Horan Securities
Cincinnati,
United States
|
+$70 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$32.5M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$31.2M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$4M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$1.57M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$138K |
USVM Hedge Fund Activity: Q2 2021 in Review
16 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2021, worth a combined $275M — down 16% from $325M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USVM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $2.45M. The largest seller was Victory Capital Management, cutting an estimated $32.5M.
- 16 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2021, up from 14 in Q1 2021.
- Funds reported $275M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2021, down 16% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2021 was Cerity Partners OCIO, an estimated $2.45M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2021 was Victory Capital Management, an estimated $32.5M sold.
Based on aggregated 13F filings for Q2 2021.