VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
26 hedge funds and large institutions have $110M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
4% less funds holding
Funds holding: 27 → 26 (-1)
12.74% less ownership
Funds ownership: 93.59% → 80.85% (-13%)
13% less capital invested
Capital invested by funds: $126M → $110M (-$16.3M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$5.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$982K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$472K |
| 4 |
SFG
Sovereign Financial Group
Stamford,
Connecticut
|
+$397K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.6M |
| 2 |
SC
Sykon Capital
Harrison,
New York
|
-$11.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$6.84M |
| 4 |
Goldman Sachs
New York
|
-$771K |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$681K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $5.29K | -$156K | -3,590 | -97% |
|
|
SC
27
Sykon Capital
Harrison,
New York
| – | -$11.1M | -263,772 | Closed |
|
28
Two Sigma Investments
New York
| – | -$252K | -6,000 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$2.73K | -65 | Closed |
|
VSMV Hedge Fund Activity: Q1 2024 in Review
26 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q1 2024, worth a combined $110M — down 13% from $126M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VSMV and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.
The largest buyer was Great Valley Advisor Group, adding an estimated $5.03M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.
- 26 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q1 2024, down from 27 in Q4 2023.
- Funds reported $110M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 2 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q1 2024 was Great Valley Advisor Group, an estimated $5.03M added.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2024.