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VictoryShares US Small Mid Cap Value Momentum ETF
USVM

Overview Fund Activity

40 hedge funds and large institutions have $917M invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$640M
2
Cerity Partners
Cerity Partners
New York
$115M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$5.94M
4
Truist Financial
Truist Financial
North Carolina
$4.29M
5
Citadel Advisors
Citadel Advisors
Florida
$3.47M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$924K
4
Bank of America
Bank of America
North Carolina
$2.08M
5
MML Investors Services
MML Investors Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$640M +$64.3M +750,761 +11%
Cerity Partners
2
Cerity Partners
New York
$115M +$21M +249,822 +22%
Victory Capital Management
3
Victory Capital Management
Texas
$102M +$2.27M +27,000 +2%
SL
4
Systelligence LLC
Minnesota
$10.5M +$738K +8,796 +8%
AFS
5
Anderson Financial Strategies
Ohio
$7.21M -$77.2K -920 -1%
VT
6
Vise Technologies
New York
$7.05M +$7.05M +84,052 New
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$5.94M +$4.51M +53,791 +317%
Truist Financial
8
Truist Financial
North Carolina
$4.29M +$4.29M +51,128 New
BFA
9
Beacon Financial Advisory
Ohio
$3.89M -$98.8K -1,178 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$3.47M +$2.83M +33,720 +440%
NAM
11
NorthCrest Asset Manangement
Minnesota
$3.15M +$677K +7,908 +27%
TC
12
Trilogy Capital
California
$2.88M -$646K -7,704 -18%
EE
13
EWG Elevate
California
$2.65M +$427K +5,087 +19%
Bank of America
14
Bank of America
North Carolina
$2.08M -$1.08M -12,917 -34%
Raymond James Financial
15
Raymond James Financial
Florida
$1.24M +$579K +6,905 +88%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$924K -$1.33M -15,828 -59%
SPIA
17
Steward Partners Investment Advisory
New York
$697K +$697K +8,303 New
Morgan Stanley
18
Morgan Stanley
New York
$567K +$354K +4,217 +166%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$493K +$493K +5,870 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$394K -$12.2K -145 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$372K -$440K -5,239 -54%
AWS
22
Atria Wealth Solutions
New York
$367K +$367K +4,286 New
EH
23
Equitable Holdings
New York
$352K +$116K +1,384 +49%
LPL Financial
24
LPL Financial
California
$280K +$54.6K +651 +24%
OIA
25
OneDigital Investment Advisors
Kansas
$278K -$7.97K -95 -3%
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