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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

24 hedge funds and large institutions have $231M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$99.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.68M
4
BFA
4
Beacon Financial Advisory
Ohio
$3.19M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$765K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$91.2M
2
TC
2
Trilogy Capital
California
$18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29K
4
ACM
4
Anfield Capital Management
California
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$64K
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$99.2M +$2.36M +28,036 +2%
Cerity Partners
2
Cerity Partners
New York
$91.2M -$1.35M -15,973 -1%
TC
3
Trilogy Capital
California
$18M -$209K -2,481 -1%
SL
4
Systelligence LLC
Minnesota
$8.06M +$272K +3,228 +3%
BFA
5
Beacon Financial Advisory
Ohio
$3.19M +$928K +11,018 +41%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.73M +$2.19M +26,030 +409%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.68M +$1.1M +13,045 +69%
EE
8
EWG Elevate
California
$2.19M +$45.1K +536 +2%
Bank of America
9
Bank of America
North Carolina
$1.21M +$4.55K +54 +0.4%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$765K +$765K +9,080 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$396K +$46.1K +547 +13%
OIA
12
OneDigital Investment Advisors
Kansas
$305K +$18K +214 +6%
LPL Financial
13
LPL Financial
California
$297K +$297K +3,533 New
CFP
14
Comprehensive Financial Planning
Pennsylvania
$132K +$132K +1,570 New
Morgan Stanley
15
Morgan Stanley
New York
$130K +$17.1K +203 +15%
Comerica Bank
16
Comerica Bank
Texas
$125K +$125K +1,487 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$64K -$15K -178 -19%
Osaic Holdings
18
Osaic Holdings
Arizona
$57.9K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29K -$154K -1,806 -84%
GSWM
20
Golden State Wealth Management
California
$9.52K +$9.52K +113 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$9.01K – – –
UBS Group
22
UBS Group
Switzerland
$9.01K +$9.01K +107 New
Wells Fargo
23
Wells Fargo
California
$5.64K +$5.64K +67 New
BWL
24
Bogart Wealth LLC
Virginia
$4.93K – – –
ACM
25
Anfield Capital Management
California
– -$50.5K -593 Closed