VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
28 hedge funds and large institutions have $102M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and closing their positions.
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.56% less ownership
Funds ownership: 81.42% → 77.86% (-3.6%)
10% less capital invested
Capital invested by funds: $113M → $102M (-$10.7M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$760K |
| 3 |
Goldman Sachs
New York
|
+$570K |
| 4 |
Two Sigma Investments
New York
|
+$480K |
| 5 |
Jane Street
New York
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$18.8M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$957K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$282K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $60.7K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $37.6K | +$33.9K | +720 | +1,358% |
|
28
Fidelity Investments
Boston,
Massachusetts
| $8.5K | – | – | – |
|
VSMV Hedge Fund Activity: Q3 2024 in Review
28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q3 2024, worth a combined $102M — down 9.5% from $113M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VSMV positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.59M. The largest seller was Victory Capital Management, cutting an estimated $18.8M.
- 28 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $102M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q3 2024, down 9.5% quarter-over-quarter.
- 2 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.59M added.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q3 2024 was Victory Capital Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2024.