VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
11 hedge funds and large institutions have $19M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
83% more capital invested
Capital invested by funds: $10.4M → $19M (+$8.62M)
57% more funds holding
Funds holding: 7 → 11 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14.3% less ownership
Funds ownership: 76.23% → 61.93% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.39M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 4 |
Jane Street
New York
|
+$816K |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$568K |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$87.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
1
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $5.49M | +$5.88M | +205,832 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5.08M | +$1.25M | +43,570 | +30% |
|
|
3
Victory Capital Management
San Antonio,
Texas
| $1.95M | -$568K | -19,890 | -21% |
|
|
DADC
4
D.A. Davidson & Co
Great Falls,
Montana
| $1.76M | -$87.7K | -3,070 | -4% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $1.37M | +$1.39M | +48,730 | +1,734% |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $845K | +$38.7K | +1,354 | +4% |
|
|
7
Jane Street
New York
| $761K | +$816K | +28,546 | New |
|
|
SMC
8
Smith, Moore & Co
Clayton,
Missouri
| $754K | +$808K | +28,275 | New |
|
9
Citadel Advisors
Miami,
Florida
| $679K | +$728K | +25,475 | New |
|
|
GIA
10
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $281K | +$302K | +10,560 | New |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$6K | -200 | Closed |
|
VSMV Hedge Fund Activity: Q4 2018 in Review
11 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2018, worth a combined $19M — up 83% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSMV positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $5.88M. The largest seller was Victory Capital Management, cutting an estimated $568K.
- 11 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2018, up from 7 in Q3 2018.
- Funds reported $19M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2018, up 83% quarter-over-quarter.
- 5 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2018 and 1 closed out, a net change of +4 holders.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $5.88M added.
- The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2018 was Victory Capital Management, an estimated $568K sold.
Based on aggregated 13F filings for Q4 2018.