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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

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.

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$91.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.77M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$331K
4
EE
4
EWG Elevate
California
$2.14M
5
UBS Group
5
UBS Group
Switzerland
$68.7K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$76M
2
Jane Street
2
Jane Street
New York
$0
3
Charles Schwab
3
Charles Schwab
California
$9.29M
4
TC
4
Trilogy Capital
California
$14.7M
5
HS
5
Horan Securities
United States
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$91.8M 1,400,638 +78,501 +6%
Cerity Partners
2
Cerity Partners
New York
$76M 1,159,596 -180,682 -13%
TC
3
Trilogy Capital
California
$14.7M 224,391 -3,993 -2%
Charles Schwab
4
Charles Schwab
California
$9.29M 141,742 -5,664 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.77M 42,254 +12,341 +41%
EE
6
EWG Elevate
California
$2.14M 32,709 +901 +3%
LPL Financial
7
LPL Financial
California
$359K 5,477 -557 -9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$331K 5,061 +4,664 +1,175%
Bank of America
9
Bank of America
North Carolina
$275K 4,196 +171 +4%
OIA
10
OneDigital Investment Advisors
Kansas
$224K 3,410 – –
UBS Group
11
UBS Group
Switzerland
$68.7K 1,048 +678 +183%
Morgan Stanley
12
Morgan Stanley
New York
$46.9K 715 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$28.7K 438 -134 -23%
AAG
14
Armstrong Advisory Group
Massachusetts
$27.4K 418 +418 New
PA
15
Parallel Advisors
California
$10.5K 160 – –
BWL
16
Bogart Wealth LLC
Virginia
$3.84K 59 – –
GI
17
Gradient Investments
Minnesota
– – – –
Jane Street
18
Jane Street
New York
– – -13,081 Closed
HS
19
Horan Securities
United States
– – -2,250 Closed
CWC
20
Carolinas Wealth Consulting
North Carolina
– – -471 Closed
Wells Fargo
21
Wells Fargo
California
– – -103 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
– – -20 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –