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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

14 hedge funds and large institutions have $216M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 90.22% → 90.24% (+0.03%)

13% less funds holding

Funds holding: 16 → 14 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

99% less capital inflows, than outflows

Capital inflows: $40.6K | Capital outflows: $5.97M

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$29.6K
2
Bank of America
Bank of America
North Carolina
+$8.11K
3
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
+$2.92K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$2.56M
2
Trilogy Capital
Trilogy Capital
California
-$1.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$643K
4
EE
EWG Elevate
California
-$628K
5
LPL Financial
LPL Financial
California
-$359K

USVM Hedge Fund Activity: Q4 2023 in Review

14 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2023, worth a combined $216M — up 8.9% from $198M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of USVM and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 2 added.

The largest buyer was Osaic Holdings, adding an estimated $29.6K. The largest seller was Cerity Partners, cutting an estimated $2.56M.

  • 14 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2023, down from 16 in Q3 2023.
  • Funds reported $216M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2023, up 8.9% quarter-over-quarter.
  • 1 fund opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2023 and 3 closed out, a net change of -2 holders.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2023 was Osaic Holdings, an estimated $29.6K added.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2023 was Cerity Partners, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2023.