VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
29 hedge funds and large institutions have $90.9M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
4% more funds holding
Funds holding: 28 → 29 (+1)
2.65% more ownership
Funds ownership: 77.86% → 80.51% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $102M → $90.9M (-$11.2M)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.09M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$753K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$650K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$506K |
| 5 |
Two Sigma Investments
New York
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$12.4M |
| 2 |
Goldman Sachs
New York
|
-$578K |
| 3 |
Jane Street
New York
|
-$324K |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$308K |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$90.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $60K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $8.4K | – | – | – |
|
|
NWM
28
Nova Wealth Management
Bonita Springs,
Florida
| $3.41K | +$3.48K | +71 | New |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $96 | +$98 | +2 | New |
|
|
30
Jane Street
New York
| – | -$324K | -6,671 | Closed |
|
|
CPA
31
Clear Point Advisors
Melville,
New York
| – | -$90.5K | -1,862 | Closed |
|
VSMV Hedge Fund Activity: Q4 2024 in Review
29 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2024, worth a combined $90.9M — down 11% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSMV positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.09M. The largest seller was Victory Capital Management, cutting an estimated $12.4M.
- 29 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2024, up from 28 in Q3 2024.
- Funds reported $90.9M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2024, down 11% quarter-over-quarter.
- 5 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2024 was Morgan Stanley, an estimated $1.09M added.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2024 was Victory Capital Management, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2024.