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VictoryShares US Multi-Factor Minimum Volatility ETF

18 hedge funds and large institutions have $129M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $125M → $129M (+$4.01M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.15% less ownership

Funds ownership: 85.42%84.26% (-1.2%)

5% less funds holding

Funds holding: 1918 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$83.4M +$41.9K +1,210 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M +$1.95M +56,187 +22%
TWP
3
Tower Wealth Partners
Pennsylvania
$10.3M -$58.5K -1,687 -0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.54M -$3.69M -106,537 -29%
LPL Financial
5
LPL Financial
California
$6.59M +$300K +8,664 +5%
AI
6
Atria Investments
North Carolina
$1.79M +$231K +6,662 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.52M -$83.3K -2,403 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$972K -$139K -4,000 -13%
LA
9
LexAurum Advisors
Kansas
$838K -$17.9K -517 -2%
Bank of America
10
Bank of America
North Carolina
$648K +$51.1K +1,474 +9%
RJA
11
Raymond James & Associates
Florida
$599K -$6.51K -188 -1%
PAG
12
Private Advisor Group
New Jersey
$399K +$35 +1 +0%
SMC
13
Smith, Moore & Co
Missouri
$270K
AF
14
Advisornet Financial
Minnesota
$264K +$10.1K +292 +4%
CWM
15
Cornerstone Wealth Management
Missouri
$213K +$205K +5,926 New
UBS Group
16
UBS Group
Switzerland
$98K +$24.6K +709 +35%
SPIA
17
Steward Partners Investment Advisory
New York
$50.4K
BW
18
Bison Wealth
Georgia
$12K
DADC
19
D.A. Davidson & Co
Montana
-$1.73M -50,714 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$232K -6,832 Closed

VSMV Hedge Fund Activity: Q1 2021 in Review

18 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q1 2021, worth a combined $129M — up 3.2% from $125M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of VSMV and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $1.95M. The largest seller was Royal Bank of Canada, cutting an estimated $3.69M.

  • 18 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q1 2021, down from 19 in Q4 2020.
  • Funds reported $129M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 1 fund opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q1 2021 and 2 closed out, a net change of -1 holder.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q1 2021 was Morgan Stanley, an estimated $1.95M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2021.