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VictoryShares US Small Mid Cap Value Momentum ETF

48 hedge funds and large institutions have $1.18B invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more funds holding

Funds holding: 3648 (+12)

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$137M)

2.48% more ownership

Funds ownership: 94.71%97.19% (+2.5%)

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
14
Increased
22
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$830M +$56M +618,272 +8%
Victory Capital Management
2
Victory Capital Management
Texas
$130M +$6.55M +72,303 +5%
Cerity Partners
3
Cerity Partners
New York
$129M +$1.28M +14,104 +1%
BWAM
4
Blue Water Asset Management
Michigan
$17.7M +$17.6M +193,786 New
SL
5
Systelligence LLC
Minnesota
$10.8M +$182K +2,011 +2%
AFS
6
Anderson Financial Strategies
Ohio
$7.86M +$116K +1,279 +2%
VT
7
Vise Technologies
New York
$7.48M +$4M +44,171 +117%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$5.44M -$342K -3,773 -6%
Truist Financial
9
Truist Financial
North Carolina
$4.51M -$98.6K -1,089 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$4.27M +$2.55M +28,177 +151%
NAM
11
NorthCrest Asset Manangement
Minnesota
$4.01M +$341K +3,766 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.57M -$640K -7,061 -15%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.28M +$3.25M +35,900 New
Citadel Advisors
14
Citadel Advisors
Florida
$3.18M +$3.15M +34,831 New
TC
15
Trilogy Capital
California
$2.72M -$150K -1,651 -5%
BFA
16
Beacon Financial Advisory
Ohio
$2.6M +$2.35K +26 +0.1%
Bank of America
17
Bank of America
North Carolina
$1.64M -$557K -6,146 -25%
PWM
18
Pursuit Wealth Management
Florida
$1.54M +$1.52M +16,837 New
SPIA
19
Steward Partners Investment Advisory
New York
$1.43M -$54.9K -606 -4%
LPL Financial
20
LPL Financial
California
$1.12M +$377K +4,160 +51%
Jane Street
21
Jane Street
New York
$728K +$722K +7,974 New
WETS
22
Wealth Enhancement Trust Services
South Dakota
$707K +$701K +7,740 New
Osaic Holdings
23
Osaic Holdings
Arizona
$605K +$98.9K +1,092 +20%
JP Morgan Chase
24
JP Morgan Chase
New York
$583K +$221K +2,445 +62%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$517K +$26.9K +297 +6%

USVM Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) for Q4 2025, worth a combined $1.18B — up 13% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USVM positions and 2 closed out — a net gain of 12 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $56M. The largest seller was Susquehanna International Group, cutting an estimated $640K.

  • 48 institutional investors held VictoryShares US Small Mid Cap Value Momentum ETF (USVM) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $1.18B of VictoryShares US Small Mid Cap Value Momentum ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 14 funds opened new VictoryShares US Small Mid Cap Value Momentum ETF positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $56M added.
  • The largest VictoryShares US Small Mid Cap Value Momentum ETF seller in Q4 2025 was Susquehanna International Group, an estimated $640K sold.

Based on aggregated 13F filings for Q4 2025.