VictoryShares US Small Mid Cap Value Momentum ETF
USVM
23 hedge funds and large institutions have $238M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
15% more funds holding
Funds holding: 20 → 23 (+3)
0.14% more ownership
Funds ownership: 92.58% → 92.72% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $261M → $238M (-$22.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$7.47M |
| 2 |
Jane Street
New York
|
+$2.11M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$1.48M |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$440K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.21M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$1.07M |
| 3 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$115K |
| 4 |
LPL Financial
San Diego,
California
|
-$99.6K |
USVM Hedge Fund Activity: Q2 2022 in Review
23 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2022, worth a combined $238M — down 8.8% from $261M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USVM positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $7.47M. The largest seller was Osaic Holdings, cutting an estimated $2.21M.
- 23 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2022, up from 20 in Q1 2022.
- Funds reported $238M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2022 and 1 closed out, a net change of +3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2022 was Victory Capital Management, an estimated $7.47M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2022 was Osaic Holdings, an estimated $2.21M sold.
Based on aggregated 13F filings for Q2 2022.