VictoryShares US Small Mid Cap Value Momentum ETF
USVM
18 hedge funds and large institutions have $112M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.
18% less funds holding
Funds holding: 22 → 18 (-4)
39.65% less ownership
Funds ownership: 91.27% → 51.62% (-40%)
44% less capital invested
Capital invested by funds: $198M → $112M (-$86.5M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$495K |
| 2 |
EE
EWG Elevate
Roseville,
California
|
+$90.6K |
| 3 |
Morgan Stanley
New York
|
+$65.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$38.7K |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$22.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$3.45M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$2.26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$246K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$214K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$200K |
USVM Hedge Fund Activity: Q1 2023 in Review
18 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2023, worth a combined $112M — down 44% from $198M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of USVM and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Trilogy Capital, adding an estimated $495K. The largest seller was Charles Schwab, cutting an estimated $3.45M.
- 18 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2023, down from 22 in Q4 2022.
- Funds reported $112M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2023, down 44% quarter-over-quarter.
- 1 fund opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2023 was Trilogy Capital, an estimated $495K added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2023 was Charles Schwab, an estimated $3.45M sold.
Based on aggregated 13F filings for Q1 2023.