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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

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.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
3
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EE
1
EWG Elevate
California
$1.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$412K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$73K
4
CWC
4
Carolinas Wealth Consulting
North Carolina
$35K
5
UBS Group
5
UBS Group
Switzerland
$42K

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$88.4M
2
CPO
2
Cerity Partners OCIO
New York
$129M
3
TC
3
Trilogy Capital
California
$23.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$328K
5
Charles Schwab
5
Charles Schwab
California
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$129M 1,751,547 -29,537 -2%
Victory Capital Management
2
Victory Capital Management
Texas
$88.4M 1,200,323 -89,194 -7%
TC
3
Trilogy Capital
California
$23.7M 321,556 -13,714 -4%
Charles Schwab
4
Charles Schwab
California
$22.5M 305,657 -8,838 -3%
EE
5
EWG Elevate
California
$1.32M 17,899 +3,528 +25%
LPL Financial
6
LPL Financial
California
$615K 8,359 -959 -10%
Citadel Advisors
7
Citadel Advisors
Florida
$412K 5,603 +2,529 +82%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$328K 4,458 -10,528 -70%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$313K 4,251 -302 -7%
OIA
10
OneDigital Investment Advisors
Kansas
$244K 3,315 – –
HS
11
Horan Securities
United States
$174K 2,360 +2,360 New
Osaic Holdings
12
Osaic Holdings
Arizona
$73K 997 +997 New
Bank of America
13
Bank of America
North Carolina
$64K 871 – –
Morgan Stanley
14
Morgan Stanley
New York
$54K 738 -15 -2%
UBS Group
15
UBS Group
Switzerland
$42K 571 +137 +32%
CWC
16
Carolinas Wealth Consulting
North Carolina
$35K 471 +471 New
GWM
17
Geneos Wealth Management
Colorado
$10K 140 +140 New
BWL
18
Bogart Wealth LLC
Virginia
$4K 59 +59 New
APWA
19
Atlas Private Wealth Advisors
New Jersey
– – -262 Closed
GRP
20
Global Retirement Partners
California
– – -83 Closed
Wells Fargo
21
Wells Fargo
California
– – – –
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –