VictoryShares US Small Mid Cap Value Momentum ETF
USVM
20 hedge funds and large institutions have $224M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.3% less ownership
Funds ownership: 92.72% → 92.42% (-0.3%)
6% less capital invested
Capital invested by funds: $238M → $224M (-$13.7M)
13% less funds holding
Funds holding: 23 → 20 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$356K |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$328K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$93.5K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$915K |
| 3 |
CPO
Cerity Partners OCIO
New York
|
-$698K |
| 4 |
Charles Schwab
San Francisco,
California
|
-$542K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$285K |
USVM Hedge Fund Activity: Q3 2022 in Review
20 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2022, worth a combined $224M — down 5.8% from $238M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USVM and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.11M. The largest seller was Jane Street, exiting entirely with an estimated $2.35M sold.
- 20 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2022, down from 23 in Q2 2022.
- Funds reported $224M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2022 and 6 closed out, a net change of -3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.11M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2022 was Jane Street, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2022.