VictoryShares US Small Mid Cap Value Momentum ETF
USVM
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
87% more capital invested
Capital invested by funds: $112M → $209M (+$97.6M)
39.15% more ownership
Funds ownership: 51.62% → 90.77% (+39%)
11% more funds holding
Funds holding: 18 → 20 (+2)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$85.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$2.01M |
| 3 |
Jane Street
New York
|
+$833K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$375K |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$474K |
| 2 |
Charles Schwab
San Francisco,
California
|
-$217K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$198K |
| 4 |
Morgan Stanley
New York
|
-$63.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$52.5K |
USVM Hedge Fund Activity: Q2 2023 in Review
20 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2023, worth a combined $209M — up 87% from $112M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USVM positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $85.4M. The largest seller was Trilogy Capital, cutting an estimated $474K.
- 20 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2023, up from 18 in Q1 2023.
- Funds reported $209M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2023, up 87% quarter-over-quarter.
- 3 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2023 was Cerity Partners, an estimated $85.4M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2023 was Trilogy Capital, an estimated $474K sold.
Based on aggregated 13F filings for Q2 2023.