VictoryShares US Small Mid Cap Value Momentum ETF
USVM
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.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
14% more capital invested
Capital invested by funds: $199M → $227M (+$27.5M)
6.39% less ownership
Funds ownership: 88.31% → 81.92% (-6.4%)
14% less funds holding
Funds holding: 21 → 18 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$7.52M |
| 2 |
Cerity Partners
New York
|
+$1.5M |
| 3 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$1.27M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$517K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.17M |
| 2 |
Goldman Sachs
New York
|
-$630K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$366K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$257K |
| 5 |
LPL Financial
San Diego,
California
|
-$230K |
USVM Hedge Fund Activity: Q3 2024 in Review
18 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q3 2024, worth a combined $227M — up 14% from $199M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of USVM and 4 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $7.52M. The largest seller was Visionary Wealth Advisors, exiting entirely with an estimated $1.17M sold.
- 18 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q3 2024, down from 21 in Q2 2024.
- Funds reported $227M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q3 2024 and 7 closed out, a net change of -3 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q3 2024 was Systelligence LLC, an estimated $7.52M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q3 2024 was Visionary Wealth Advisors, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2024.