VictoryShares US Small Mid Cap Value Momentum ETF
USVM
16 hedge funds and large institutions have $198M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0.55% less ownership
Funds ownership: 90.77% → 90.22% (-0.55%)
5% less capital invested
Capital invested by funds: $209M → $198M (-$11.4M)
20% less funds holding
Funds holding: 20 → 16 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$5.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$834K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$315K |
| 4 |
EE
EWG Elevate
Roseville,
California
|
+$60.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$45.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$12.2M |
| 2 |
Jane Street
New York
|
-$873K |
| 3 |
Charles Schwab
San Francisco,
California
|
-$383K |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$270K |
| 5 |
HS
Horan Securities
Cincinnati,
United States
|
-$150K |
USVM Hedge Fund Activity: Q3 2023 in Review
16 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2023, worth a combined $198M — down 5.4% from $209M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USVM and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Victory Capital Management, adding an estimated $5.3M. The largest seller was Cerity Partners, cutting an estimated $12.2M.
- 16 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2023, down from 20 in Q2 2023.
- Funds reported $198M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2023, down 5.4% quarter-over-quarter.
- 1 fund opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2023 and 5 closed out, a net change of -4 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2023 was Victory Capital Management, an estimated $5.3M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2023 was Cerity Partners, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2023.