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VictoryShares US Multi-Factor Minimum Volatility ETF

20 hedge funds and large institutions have $129M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

18% more funds holding

Funds holding: 1720 (+3)

5% less capital invested

Capital invested by funds: $136M → $129M (-$6.62M)

8.64% less ownership

Funds ownership: 87.62%78.98% (-8.6%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$86.4M -$15.1M -470,530 -15%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.9M +$506K +15,774 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.27M -$214K -6,672 -2%
Morgan Stanley
4
Morgan Stanley
New York
$8.05M +$968K +30,170 +14%
LPL Financial
5
LPL Financial
California
$5.42M +$4.18M +130,363 +341%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.68M +$439K +13,671 +19%
DADC
7
D.A. Davidson & Co
Montana
$1.68M -$69.1K -2,153 -4%
AI
8
Atria Investments
North Carolina
$1.36M +$1.36M +42,294 New
LA
9
LexAurum Advisors
Kansas
$785K +$160 +5 +0%
Bank of America
10
Bank of America
North Carolina
$561K -$22K -686 -4%
RJA
11
Raymond James & Associates
Florida
$540K +$6.42K +200 +1%
PAG
12
Private Advisor Group
New Jersey
$354K
SMC
13
Smith, Moore & Co
Missouri
$336K -$5.12M -159,405 -94%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$316K +$99.7K +3,106 +46%
Citadel Advisors
15
Citadel Advisors
Florida
$213K +$212K +6,620 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$209K -$1.51K -47 -0.7%
AF
17
Advisornet Financial
Minnesota
$206K +$3.5K +109 +2%
SPIA
18
Steward Partners Investment Advisory
New York
$45K
BW
19
Bison Wealth
Georgia
$10K
PFS
20
Prospera Financial Services
Texas
$4K +$4.01K +125 New

VSMV Hedge Fund Activity: Q3 2020 in Review

20 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q3 2020, worth a combined $129M — down 4.9% from $136M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VSMV positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.18M. The largest seller was Victory Capital Management, cutting an estimated $15.1M.

  • 20 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q3 2020, up from 17 in Q2 2020.
  • Funds reported $129M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q3 2020, down 4.9% quarter-over-quarter.
  • 3 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q3 2020 and 0 closed out, a net change of +3 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q3 2020 was LPL Financial, an estimated $4.18M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q3 2020 was Victory Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2020.