VictoryShares US Small Mid Cap Value Momentum ETF
USVM
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, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
21% more capital invested
Capital invested by funds: $758M → $917M (+$160M)
1.94% more ownership
Funds ownership: 93.43% → 95.37% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 42 → 40 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$59.3M |
| 2 |
Cerity Partners
New York
|
+$19.7M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$4.25M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$4.04M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$5.94M |
| 2 |
Goldman Sachs
New York
|
-$1.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$756K |
USVM Hedge Fund Activity: Q2 2025 in Review
40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q2 2025, worth a combined $917M — up 21% from $758M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of USVM and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $59.3M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $5.94M sold.
- 40 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q2 2025, down from 42 in Q1 2025.
- Funds reported $917M of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 7 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q2 2025 and 9 closed out, a net change of -2 holders.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $59.3M added.
- The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q2 2025 was Two Sigma Investments, an estimated $5.94M sold.
Based on aggregated 13F filings for Q2 2025.