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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

18 hedge funds and large institutions have $227M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$7.87M
2
Cerity Partners
2
Cerity Partners
New York
$93.5M
3
BFA
3
Beacon Financial Advisory
Ohio
$2.29M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$541K
5
Bank of America
5
Bank of America
North Carolina
$1.22M

Top Sellers

1
VWA
1
Visionary Wealth Advisors
Illinois
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$183K
5
LPL Financial
5
LPL Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$97.8M 1,149,438 – –
Cerity Partners
2
Cerity Partners
New York
$93.5M 1,099,484 +18,491 +2%
TC
3
Trilogy Capital
California
$18.3M 215,667 -110 -0.1%
SL
4
Systelligence LLC
Minnesota
$7.87M 92,461 +92,461 New
BFA
5
Beacon Financial Advisory
Ohio
$2.29M 26,877 +15,589 +138%
EE
6
EWG Elevate
California
$2.17M 25,450 +485 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.6M 18,782 +689 +4%
Bank of America
8
Bank of America
North Carolina
$1.22M 14,309 +2,972 +26%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$541K 6,362 +6,362 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$353K 4,153 -94 -2%
OIA
11
OneDigital Investment Advisors
Kansas
$290K 3,410 – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$183K 2,146 -3,157 -60%
Morgan Stanley
13
Morgan Stanley
New York
$114K 1,337 -267 -17%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$79.8K 938 +888 +1,776%
Osaic Holdings
15
Osaic Holdings
Arizona
$58.5K 688 +429 +166%
ACM
16
Anfield Capital Management
California
$50.5K 593 +593 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$9.1K 107 +107 New
BWL
18
Bogart Wealth LLC
Virginia
$4.98K 59 – –
VWA
19
Visionary Wealth Advisors
Illinois
– – -15,083 Closed
Goldman Sachs
20
Goldman Sachs
New York
– – -8,111 Closed
Citadel Advisors
21
Citadel Advisors
Florida
– – -4,705 Closed
LPL Financial
22
LPL Financial
California
– – -2,954 Closed
WWS
23
Wellington Wealth Strategies
Indiana
– – -2,840 Closed
GG
24
Gleason Group
Kentucky
– – -291 Closed
TRCT
25
Tower Research Capital (TRC)
New York
– – -101 Closed
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