VictoryShares US Small Mid Cap Value Momentum ETF
USVM
20 hedge funds and large institutions have $261M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
11% more funds holding
Funds holding: 18 → 20 (+2)
1.85% more ownership
Funds ownership: 90.73% → 92.58% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $267M → $261M (-$6.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$4.71M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.29M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.57M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$1.24M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$328K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$118K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38.7K |
| 4 |
LPL Financial
San Diego,
California
|
-$27.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$25.7K |
USVM Hedge Fund Activity: Q1 2022 in Review
20 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2022, worth a combined $261M — down 2.4% from $267M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USVM positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $4.71M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $328K sold.
- 20 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2022, up from 18 in Q4 2021.
- Funds reported $261M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2022, down 2.4% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2022 was Cerity Partners OCIO, an estimated $4.71M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2022 was Susquehanna International Group, an estimated $328K sold.
Based on aggregated 13F filings for Q1 2022.