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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

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.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$16.8M
2
VWA
2
Visionary Wealth Advisors
Illinois
$1.17M
3
BFA
3
Beacon Financial Advisory
Ohio
$877K
4
Goldman Sachs
4
Goldman Sachs
New York
$630K
5
Cerity Partners
5
Cerity Partners
New York
$84M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20.1K
4
UBS Group
4
UBS Group
Switzerland
$0
5
GI
5
Gradient Investments
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M 1,149,438 – –
Cerity Partners
2
Cerity Partners
New York
$84M 1,080,993 +7,807 +0.7%
TC
3
Trilogy Capital
California
$16.8M 215,777 +22,809 +12%
EE
4
EWG Elevate
California
$1.94M 24,965 +1,993 +9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.41M 18,093 -1,621 -8%
VWA
6
Visionary Wealth Advisors
Illinois
$1.17M 15,083 +15,083 New
Bank of America
7
Bank of America
North Carolina
$881K 11,337 +4,163 +58%
BFA
8
Beacon Financial Advisory
Ohio
$877K 11,288 +11,288 New
Goldman Sachs
9
Goldman Sachs
New York
$630K 8,111 +8,111 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$412K 5,303 +57 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$366K 4,705 +4,705 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$330K 4,247 +4,247 New
OIA
13
OneDigital Investment Advisors
Kansas
$265K 3,410 – –
LPL Financial
14
LPL Financial
California
$230K 2,954 +380 +15%
WWS
15
Wellington Wealth Strategies
Indiana
$221K 2,840 +2,840 New
Morgan Stanley
16
Morgan Stanley
New York
$125K 1,604 +890 +125%
GG
17
Gleason Group
Kentucky
$22.6K 291 +291 New
Osaic Holdings
18
Osaic Holdings
Arizona
$20.1K 259 -456 -64%
TRCT
19
Tower Research Capital (TRC)
New York
$7.85K 101 – –
BWL
20
Bogart Wealth LLC
Virginia
$4.55K 59 – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.89K 50 +50 New
Stifel Financial
22
Stifel Financial
Missouri
– – -9,441 Closed
UBS Group
23
UBS Group
Switzerland
– – -134 Closed
GI
24
Gradient Investments
Minnesota
– – -1 Closed
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
– – – –
1
2