VictoryShares US Small Mid Cap Value Momentum ETF
USVM
15 hedge funds and large institutions have $265M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4% less capital invested
Capital invested by funds: $275M → $265M (-$10.2M)
1.98% less ownership
Funds ownership: 92.88% → 90.9% (-2%)
6% less funds holding
Funds holding: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$3.77M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$2.87M |
| 3 |
LPL Financial
San Diego,
California
|
+$658K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$530K |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$49.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$1.59M |
USVM Hedge Fund Activity: Q3 2021 in Review
15 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2021, worth a combined $265M — down 3.7% from $275M a quarter earlier.
Fund positioning in USVM was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $3.77M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $3.97M sold.
- 15 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2021, down from 16 in Q2 2021.
- Funds reported $265M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2021, down 3.7% quarter-over-quarter.
- 2 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2021 was Cerity Partners OCIO, an estimated $3.77M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $3.97M sold.
Based on aggregated 13F filings for Q3 2021.