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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

42 hedge funds and large institutions have $758M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+18
Holders Change %
+75%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
14
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$526M
2
AFS
Anderson Financial Strategies
Ohio
+$6.83M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.94M
4
Cerity Partners
Cerity Partners
New York
+$2.46M
5
NAM
NorthCrest Asset Manangement
Minnesota
+$2.27M

Top Sellers

1
TC
Trilogy Capital
California
-$13.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$765K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$393K
4
LPL Financial
LPL Financial
California
-$67K
5
OIA
OneDigital Investment Advisors
Kansas
-$16.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$529M +$526M +6,685,813 +20,640%
Victory Capital Management
2
Victory Capital Management
Texas
$94M +$1.33M +16,942 +1%
Cerity Partners
3
Cerity Partners
New York
$87.8M +$2.46M +31,281 +3%
SL
4
Systelligence LLC
Minnesota
$9.19M +$1.65M +21,002 +22%
AFS
5
Anderson Financial Strategies
Ohio
$6.83M +$6.83M +86,785 New
Two Sigma Investments
6
Two Sigma Investments
New York
$5.94M +$5.94M +75,500 New
BFA
7
Beacon Financial Advisory
Ohio
$3.74M +$757K +9,618 +25%
TC
8
Trilogy Capital
California
$3.31M -$13.5M -171,160 -80%
Bank of America
9
Bank of America
North Carolina
$2.97M +$1.84M +23,381 +163%
NAM
10
NorthCrest Asset Manangement
Minnesota
$2.27M +$2.27M +28,815 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.11M -$393K -4,987 -16%
EE
12
EWG Elevate
California
$2.08M +$36.6K +465 +2%
Goldman Sachs
13
Goldman Sachs
New York
$1.64M +$1.64M +20,795 New
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$1.34M +$1.34M +16,956 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$762K +$762K +9,676 New
MML Investors Services
16
MML Investors Services
Massachusetts
$756K +$756K +9,606 New
Raymond James Financial
17
Raymond James Financial
Florida
$618K +$618K +7,850 New
Citadel Advisors
18
Citadel Advisors
Florida
$604K +$604K +7,667 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$381K +$11.4K +145 +3%
OIA
20
OneDigital Investment Advisors
Kansas
$269K -$16.9K -214 -6%
RWA
21
Redhawk Wealth Advisors
Minnesota
$232K +$232K +2,950 New
TSS
22
Two Sigma Securities
New York
$230K +$230K +2,920 New
BTI
23
Blue Trust Inc
Georgia
$222K +$222K +2,821 New
EH
24
Equitable Holdings
New York
$221K +$221K +2,806 New
LPL Financial
25
LPL Financial
California
$211K -$67K -851 -24%
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