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VictoryShares US Small Mid Cap Value Momentum ETF

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.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$83.5M 1,324,997
CPO
2
Cerity Partners OCIO
New York
$82.1M 1,302,700 -528,645 -29%
TC
3
Trilogy Capital
California
$14.4M 228,271 -119,164 -34%
Charles Schwab
4
Charles Schwab
California
$12.8M 203,448 -99,953 -33%
EE
5
EWG Elevate
California
$1.72M 27,322 +2,010 +8%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.71M 27,069 +3,290 +14%
LPL Financial
7
LPL Financial
California
$458K 7,269 +608 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$312K 4,960 +1,291 +35%
UBS Group
9
UBS Group
Switzerland
$297K 4,721 -1,061 -18%
Bank of America
10
Bank of America
North Carolina
$268K 4,259 +816 +24%
OIA
11
OneDigital Investment Advisors
Kansas
$215K 3,410 +3,410 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$214K 3,393 +3,393 New
HS
13
Horan Securities
United States
$156K 2,474 -524 -17%
Osaic Holdings
14
Osaic Holdings
Arizona
$138K 2,188 +2,061 +1,623%
CSWM
15
Cassady Schiller Wealth Management
Ohio
$56.1K 891 +891 New
Morgan Stanley
16
Morgan Stanley
New York
$45.4K 721 -7 -1%
CWC
17
Carolinas Wealth Consulting
North Carolina
$29.7K 471
PA
18
Parallel Advisors
California
$10.1K 160
Wells Fargo
19
Wells Fargo
California
$6.49K 103 +102 +10,200%
BWL
20
Bogart Wealth LLC
Virginia
$3.69K 59
GWM
21
Geneos Wealth Management
Colorado
$1.58K 25 -115 -82%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$63 1 +1 New
MCC
23
Money Concepts Capital
Florida
-1,127 Closed
M
24
MOTCO
Texas
-102 Closed
CFGS
25
Concourse Financial Group Securities
Alabama