VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
7 hedge funds and large institutions have $10.4M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
54% more capital invested
Capital invested by funds: $6.74M → $10.4M (+$3.63M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3.65% less ownership
Funds ownership: 79.88% → 76.23% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$889K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$64.5K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$17.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$330K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$163K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.45M | +$2.48M | +84,818 | +136% |
|
|
2
Victory Capital Management
San Antonio,
Texas
| $2.81M | -$163K | -5,580 | -6% |
|
|
DADC
3
D.A. Davidson & Co
Great Falls,
Montana
| $2.09M | +$17.7K | +604 | +0.9% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $918K | +$889K | +30,356 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $84K | +$64.5K | +2,202 | +362% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $6K | +$2.25K | +77 | +63% |
|
|
CWM
8
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$330K | -9,101 | Closed |
|
VSMV Hedge Fund Activity: Q3 2018 in Review
7 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q3 2018, worth a combined $10.4M — up 54% from $6.74M a quarter earlier.
Fund positioning in VSMV was balanced in Q3 2018: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.48M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $330K sold.
- 7 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $10.4M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q3 2018, up 54% quarter-over-quarter.
- 1 fund opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q3 2018 and 1 closed out, a net change of 0 holders.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q3 2018 was Royal Bank of Canada, an estimated $2.48M added.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $330K sold.
Based on aggregated 13F filings for Q3 2018.