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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

20 hedge funds and large institutions have $209M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$89.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.2M
3
Jane Street
3
Jane Street
New York
$873K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2M
5
EE
5
EWG Elevate
California
$2.12M

Top Sellers

1
TC
1
Trilogy Capital
California
$15.7M
2
Charles Schwab
2
Charles Schwab
California
$9.84M
3
UBS Group
3
UBS Group
Switzerland
$24.7K
4
Morgan Stanley
4
Morgan Stanley
New York
$47.7K
5
Bank of America
5
Bank of America
North Carolina
$269K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$89.5M 1,340,278 +1,340,278 New
Victory Capital Management
2
Victory Capital Management
Texas
$88.2M 1,322,137 +31,610 +2%
TC
3
Trilogy Capital
California
$15.7M 228,384 -7,447 -3%
Charles Schwab
4
Charles Schwab
California
$9.84M 147,406 -3,412 -2%
EE
5
EWG Elevate
California
$2.12M 31,808 +3,103 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2M 29,913 +5,894 +25%
Jane Street
7
Jane Street
New York
$873K 13,081 +13,081 New
LPL Financial
8
LPL Financial
California
$403K 6,034 -578 -9%
Bank of America
9
Bank of America
North Carolina
$269K 4,025 -825 -17%
OIA
10
OneDigital Investment Advisors
Kansas
$228K 3,410 – –
HS
11
Horan Securities
United States
$150K 2,250 +5 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$47.7K 715 -1,000 -58%
Osaic Holdings
13
Osaic Holdings
Arizona
$38.2K 572 – –
CWC
14
Carolinas Wealth Consulting
North Carolina
$31.4K 471 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26K 397 -805 -67%
UBS Group
16
UBS Group
Switzerland
$24.7K 370 -3,111 -89%
PA
17
Parallel Advisors
California
$10.7K 160 – –
Wells Fargo
18
Wells Fargo
California
$6.87K 103 – –
BWL
19
Bogart Wealth LLC
Virginia
$3.91K 59 – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.34K 20 +20 New
SCA
21
Stonebridge Capital Advisors
Minnesota
– – -350 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –