USVM icon

VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

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.

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
4
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$15M
2
EE
2
EWG Elevate
California
$1.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$109K
4
Bank of America
4
Bank of America
North Carolina
$309K
5
SCA
5
Stonebridge Capital Advisors
Minnesota
$22.3K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$9.61M
2
Victory Capital Management
2
Victory Capital Management
Texas
$82.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$77K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$82.2M -$2.2M -34,470 -3%
TC
2
Trilogy Capital
California
$15M +$482K +7,560 +3%
Charles Schwab
3
Charles Schwab
California
$9.61M -$3.35M -52,630 -26%
EE
4
EWG Elevate
California
$1.83M +$88.1K +1,383 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.53M -$194K -3,050 -11%
LPL Financial
6
LPL Financial
California
$421K -$41.9K -657 -9%
Bank of America
7
Bank of America
North Carolina
$309K +$37.7K +591 +14%
UBS Group
8
UBS Group
Switzerland
$222K -$79K -1,240 -26%
OIA
9
OneDigital Investment Advisors
Kansas
$217K – – –
HS
10
Horan Securities
United States
$143K -$14.6K -229 -9%
Morgan Stanley
11
Morgan Stanley
New York
$109K +$63.3K +994 +138%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$77K -$241K -3,758 -76%
Osaic Holdings
13
Osaic Holdings
Arizona
$36.5K -$103K -1,616 -74%
CWC
14
Carolinas Wealth Consulting
North Carolina
$30K – – –
SCA
15
Stonebridge Capital Advisors
Minnesota
$22.3K +$22.3K +350 New
PA
16
Parallel Advisors
California
$10.2K – – –
Wells Fargo
17
Wells Fargo
California
$6.56K – – –
BWL
18
Bogart Wealth LLC
Virginia
$3.73K – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
– -$214K -3,393 Closed
CSWM
20
Cassady Schiller Wealth Management
Ohio
– -$56.1K -891 Closed
GWM
21
Geneos Wealth Management
Colorado
– -$1.58K -25 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
– -$63 -1 Closed