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VictoryShares US Multi-Factor Minimum Volatility ETF

20 hedge funds and large institutions have $145M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

4% more capital invested

Capital invested by funds: $139M → $145M (+$6.11M)

1.12% less ownership

Funds ownership: 89.86%88.74% (-1.1%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$108M +$184K +5,687 +0.2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.1M +$253K +7,832 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.29M -$963K -29,777 -14%
SMC
4
Smith, Moore & Co
Missouri
$5.49M -$4.21K -130 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$3.8M +$203K +6,282 +6%
Bank of America
6
Bank of America
North Carolina
$2.9M +$264K +8,152 +10%
NCM
7
Niemann Capital Management
Nevada
$2M +$1.96M +60,579 New
MFG
8
Magnus Financial Group
New York
$1.3M +$1.27M +39,214 New
DADC
9
D.A. Davidson & Co
Montana
$1.19M -$482K -14,914 -29%
LPL Financial
10
LPL Financial
California
$1.16M +$91.8K +2,837 +9%
LA
11
LexAurum Advisors
Kansas
$808K +$60.9K +1,881 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$609K +$596K +18,418 New
RJA
13
Raymond James & Associates
Florida
$394K +$121K +3,742 +46%
HCIA
14
Hochman Cole Investment Advisors
Illinois
$366K -$51K -1,577 -12%
PAG
15
Private Advisor Group
New Jersey
$356K +$349K +10,776 New
AF
16
Advisornet Financial
Minnesota
$125K +$69K +2,133 +129%
AG
17
Advisor Group
Arizona
$90K +$6.37K +197 +8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$76K +$54.9K +1,696 +280%
SPIA
19
Steward Partners Investment Advisory
New York
$46K +$12.9K +400 +40%
ASN
20
Advisory Services Network
Georgia
$14K +$14K +434 New
Jane Street
21
Jane Street
New York
-$1.43M -44,708 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$768K -24,030 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$635K -19,873 Closed
CIAS
24
Capital Investment Advisory Services
North Carolina
-$25K -775 Closed

VSMV Hedge Fund Activity: Q4 2019 in Review

20 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2019, worth a combined $145M — up 4.4% from $139M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VSMV positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $1.96M. The largest seller was Jane Street, exiting entirely with an estimated $1.43M sold.

  • 20 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2019, up from 19 in Q3 2019.
  • Funds reported $145M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 5 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $1.96M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2019 was Jane Street, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2019.