VictoryShares US Small Mid Cap Value Momentum ETF
USVM
21 hedge funds and large institutions have $199M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
31% more funds holding
Funds holding: 16 → 21 (+5)
0% less capital invested
Capital invested by funds: $200M → $199M (-$948K)
0.54% less ownership
Funds ownership: 88.85% → 88.31% (-0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$1.77M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.17M |
| 3 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$877K |
| 4 |
Goldman Sachs
New York
|
+$630K |
| 5 |
Cerity Partners
New York
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$759K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$126K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$35.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$79 |
USVM Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2024, worth a combined $199M — down 0.47% from $200M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USVM positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $1.77M. The largest seller was Stifel Financial, exiting entirely with an estimated $759K sold.
- 21 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2024, up from 16 in Q1 2024.
- Funds reported $199M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2024, down 0.47% quarter-over-quarter.
- 8 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2024 and 3 closed out, a net change of +5 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2024 was Trilogy Capital, an estimated $1.77M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2024 was Stifel Financial, an estimated $759K sold.
Based on aggregated 13F filings for Q2 2024.