VictoryShares US Small Mid Cap Value Momentum ETF
USVM
18 hedge funds and large institutions have $267M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more funds holding
Funds holding: 15 → 18 (+3)
1% more capital invested
Capital invested by funds: $265M → $267M (+$2.46M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.17% less ownership
Funds ownership: 90.9% → 90.73% (-0.17%)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
+$258K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$185K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$72.8K |
| 4 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$34.4K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$6.51M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
-$2.16M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$769K |
| 5 |
Charles Schwab
San Francisco,
California
|
-$645K |
USVM Hedge Fund Activity: Q4 2021 in Review
18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2021, worth a combined $267M — up 0.93% from $265M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USVM positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was EWG Elevate, adding an estimated $258K. The largest seller was Victory Capital Management, cutting an estimated $6.51M.
- 18 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2021, up from 15 in Q3 2021.
- Funds reported $267M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2021, up 0.93% quarter-over-quarter.
- 5 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2021 was EWG Elevate, an estimated $258K added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2021 was Victory Capital Management, an estimated $6.51M sold.
Based on aggregated 13F filings for Q4 2021.