VictoryShares US Small Mid Cap Value Momentum ETF
USVM
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.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
33% more funds holding
Funds holding: 18 → 24 (+6)
2% more capital invested
Capital invested by funds: $227M → $231M (+$4.24M)
1.32% less ownership
Funds ownership: 81.92% → 80.59% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$2.44M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 4 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$960K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$791K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.39M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$216K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$157K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$50.5K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.5K |
USVM Hedge Fund Activity: Q4 2024 in Review
24 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2024, worth a combined $231M — up 1.9% from $227M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USVM positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $2.44M. The largest seller was Cerity Partners, cutting an estimated $1.39M.
- 24 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $231M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
- 7 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2024 was Victory Capital Management, an estimated $2.44M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2024 was Cerity Partners, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2024.