VictoryShares US Small Mid Cap Value Momentum ETF
USVM
22 hedge funds and large institutions have $198M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more funds holding
Funds holding: 20 → 22 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1.15% less ownership
Funds ownership: 92.42% → 91.27% (-1.1%)
11% less capital invested
Capital invested by funds: $224M → $198M (-$25.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$216K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$215K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$209K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$131K |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$33.5M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$7.55M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$6.34M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$67.3K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$65K |
USVM Hedge Fund Activity: Q4 2022 in Review
22 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2022, worth a combined $198M — down 11% from $224M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USVM positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $216K. The largest seller was Cerity Partners OCIO, cutting an estimated $33.5M.
- 22 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2022, up from 20 in Q3 2022.
- Funds reported $198M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2022, down 11% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2022 was OneDigital Investment Advisors, an estimated $216K added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2022 was Cerity Partners OCIO, an estimated $33.5M sold.
Based on aggregated 13F filings for Q4 2022.