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.
9% more capital invested
Capital invested by funds: $198M → $216M (+$17.7M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.6K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.11K |
| 3 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
|
+$2.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$2.56M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$1.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$643K |
| 4 |
EE
EWG Elevate
Roseville,
California
|
-$628K |
| 5 |
LPL Financial
San Diego,
California
|
-$359K |
USVM Hedge Fund Activity: Q4 2023 in Review
14 of the 6,869 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.