VictoryShares US Small Mid Cap Value Momentum ETF
USVM
16 hedge funds and large institutions have $200M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more funds holding
Funds holding: 14 → 16 (+2)
1.41% less ownership
Funds ownership: 90.27% → 88.85% (-1.4%)
7% less capital invested
Capital invested by funds: $216M → $200M (-$15.9M)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$706K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$262K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$214K |
| 4 |
LPL Financial
San Diego,
California
|
+$192K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$18.8M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$10.1M |
| 3 |
Cerity Partners
New York
|
-$3.59M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$962K |
USVM Hedge Fund Activity: Q1 2024 in Review
16 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q1 2024, worth a combined $200M — down 7.4% from $216M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USVM positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 8 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $706K. The largest seller was Victory Capital Management, cutting an estimated $18.8M.
- 16 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q1 2024, up from 14 in Q4 2023.
- Funds reported $200M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q1 2024, down 7.4% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q1 2024 was Stifel Financial, an estimated $706K added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q1 2024 was Victory Capital Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2024.