VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
27 hedge funds and large institutions have $126M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more capital invested
Capital invested by funds: $91.5M → $126M (+$34.5M)
23% more funds holding
Funds holding: 22 → 27 (+5)
14.67% more ownership
Funds ownership: 78.92% → 93.59% (+15%)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sykon Capital
Harrison,
New York
|
+$10.7M |
| 2 |
Morgan Stanley
New York
|
+$9.32M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$7.19M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.33M |
| 5 |
Goldman Sachs
New York
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.62M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$747K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$740K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$400K |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $52.6K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $2.73K | +$2.63K | +65 | New |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$1.62M | -41,208 | Closed |
|
|
SMC
29
Smith, Moore & Co
Clayton,
Missouri
| – | -$747K | -18,998 | Closed |
|
30
Comerica Bank
Dallas,
Texas
| – | -$22.7K | -578 | Closed |
|
VSMV Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2023, worth a combined $126M — up 38% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VSMV positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Sykon Capital, opening a new position worth an estimated $10.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.62M sold.
- 27 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2023, up from 22 in Q3 2023.
- Funds reported $126M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 8 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2023 was Sykon Capital, an estimated $10.7M added.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2023.