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VictoryShares US Multi-Factor Minimum Volatility ETF

20 hedge funds and large institutions have $136M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1820 (+2)

5% more capital invested

Capital invested by funds: $129M → $136M (+$6.91M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.47% less ownership

Funds ownership: 84.26%82.8% (-1.5%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$86.3M -$2.01M -53,552 -2%
TWP
2
Tower Wealth Partners
Pennsylvania
$12.5M +$1.48M +39,307 +14%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M -$44.1K -1,173 -0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.4M +$241K +6,417 +2%
LPL Financial
5
LPL Financial
California
$7.3M +$308K +8,201 +4%
AI
6
Atria Investments
North Carolina
$1.93M +$32.6K +866 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.58M -$26.7K -709 -2%
LA
8
LexAurum Advisors
Kansas
$862K -$26.5K -706 -3%
Bank of America
9
Bank of America
North Carolina
$714K +$26.7K +711 +4%
RJA
10
Raymond James & Associates
Florida
$650K +$15.1K +402 +2%
PAG
11
Private Advisor Group
New Jersey
$450K +$27.3K +727 +7%
SMC
12
Smith, Moore & Co
Missouri
$287K
AF
13
Advisornet Financial
Minnesota
$285K +$4.74K +126 +2%
CAN
14
Cetera Advisor Networks
California
$209K +$206K +5,487 New
CWM
15
Cornerstone Wealth Management
Missouri
$206K -$19.8K -526 -9%
SNT
16
Security National Trust
West Virginia
$57K +$56.1K +1,493 New
SPIA
17
Steward Partners Investment Advisory
New York
$53K
UBS Group
18
UBS Group
Switzerland
$43K -$59.4K -1,581 -58%
APA
19
American Portfolios Advisors
New York
$21.6K +$21.2K +565 New
BW
20
Bison Wealth
Georgia
$12K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$972K -27,013 Closed

VSMV Hedge Fund Activity: Q2 2021 in Review

20 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q2 2021, worth a combined $136M — up 5.4% from $129M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VSMV positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Tower Wealth Partners, adding an estimated $1.48M. The largest seller was Victory Capital Management, cutting an estimated $2.01M.

  • 20 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q2 2021, up from 18 in Q1 2021.
  • Funds reported $136M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 3 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q2 2021 was Tower Wealth Partners, an estimated $1.48M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q2 2021 was Victory Capital Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2021.