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VictoryShares US Small Mid Cap Value Momentum ETF

58 hedge funds and large institutions have $1.07B invested in VictoryShares US Small Mid Cap Value Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

21% more funds holding

Funds holding: 4858 (+10)

9% less capital invested

Capital invested by funds: $1.18B → $1.07B (-$112M)

21.64% less ownership

Funds ownership: 97.19%75.55% (-22%)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
23
Reduced
12
Closed
3
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
$659M -$174M -1,802,427 -21%
Victory Capital Management
2
Victory Capital Management
Texas
$141M +$6.27M +65,000 +5%
Cerity Partners
3
Cerity Partners
New York
$136M +$2.54M +26,295 +2%
BWAM
4
Blue Water Asset Management
Michigan
$18.1M -$259K -2,690 -1%
LWP
5
LeClair Wealth Partners
Ohio
$18.1M +$18.4M +191,096 New
SL
6
Systelligence LLC
Minnesota
$16M +$4.96M +51,434 +44%
AFS
7
Anderson Financial Strategies
Ohio
$8.65M -$255K -2,647 -3%
NAM
8
NorthCrest Asset Manangement
Minnesota
$7.66M +$3.58M +37,123 +86%
VT
9
Vise Technologies
New York
$7.48M
Raymond James Financial
10
Raymond James Financial
Florida
$5.69M +$1.29M +13,339 +29%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$5.37M -$276K -2,858 -5%
WETS
12
Wealth Enhancement Trust Services
South Dakota
$5.04M +$4.39M +45,537 +588%
Two Sigma Investments
13
Two Sigma Investments
New York
$4.92M +$1.55M +16,100 +45%
Truist Financial
14
Truist Financial
North Carolina
$4.84M +$161K +1,670 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.83M -$888K -9,212 -24%
LA
16
LexAurum Advisors
Kansas
$2.8M +$2.85M +29,569 New
LPL Financial
17
LPL Financial
California
$2.8M +$1.67M +17,296 +141%
TC
18
Trilogy Capital
California
$2.55M -$274K -2,837 -10%
Bank of America
19
Bank of America
North Carolina
$2.26M +$566K +5,867 +33%
US Bancorp
20
US Bancorp
Minnesota
$1.6M +$1.63M +16,884 New
SPIA
21
Steward Partners Investment Advisory
New York
$1.55M +$71.6K +742 +5%
BFA
22
Beacon Financial Advisory
Ohio
$1.47M -$1.25M -12,974 -46%
HI
23
Harbour Investments
Wisconsin
$1.27M +$1.29M +13,410 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.27M +$744K +7,716 +136%
FCT
25
Family Capital Trust
Massachusetts
$1.22M +$1.22M +12,658 +6,559%