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VictoryShares US Multi-Factor Minimum Volatility ETF

25 hedge funds and large institutions have $134M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2025 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.45% less ownership

Funds ownership: 82.8%82.35% (-0.45%)

2% less capital invested

Capital invested by funds: $136M → $134M (-$2.08M)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
5
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
$60.4M -$26.7M -680,456 -30%
TWP
2
Tower Wealth Partners
Pennsylvania
$15.2M +$2.83M +72,098 +22%
CWM
3
Cornerstone Wealth Management
Missouri
$15.2M +$15.4M +391,587 +7,252%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M +$19.8K +505 +0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.2M -$211K -5,380 -2%
LPL Financial
6
LPL Financial
California
$7.34M +$33.9K +862 +0.5%
Jane Street
7
Jane Street
New York
$4.34M +$4.46M +113,466 New
AI
8
Atria Investments
North Carolina
$1.91M -$18.6K -474 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.77M +$195K +4,963 +12%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$895K +$923K +23,503 New
LA
11
LexAurum Advisors
Kansas
$756K -$110K -2,796 -12%
Bank of America
12
Bank of America
North Carolina
$728K +$13K +332 +2%
RJA
13
Raymond James & Associates
Florida
$652K +$1.02K +26 +0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$490K +$506K +12,874 New
PAG
15
Private Advisor Group
New Jersey
$460K +$9.39K +239 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$313K +$322K +8,185 New
AF
17
Advisornet Financial
Minnesota
$307K +$22.1K +562 +8%
SMC
18
Smith, Moore & Co
Missouri
$287K
CAN
19
Cetera Advisor Networks
California
$211K +$1.26K +32 +0.6%
SNT
20
Security National Trust
West Virginia
$57K
SPIA
21
Steward Partners Investment Advisory
New York
$54K
APA
22
American Portfolios Advisors
New York
$21.6K
UBS Group
23
UBS Group
Switzerland
$16K -$27.7K -704 -62%
BW
24
Bison Wealth
Georgia
$12K
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$3.18K +81 New

VSMV Hedge Fund Activity: Q3 2021 in Review

25 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q3 2021, worth a combined $134M — down 1.5% from $136M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VSMV positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $15.4M. The largest seller was Victory Capital Management, cutting an estimated $26.7M.

  • 25 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q3 2021, up from 20 in Q2 2021.
  • Funds reported $134M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 5 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q3 2021 and 0 closed out, a net change of +5 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q3 2021 was Cornerstone Wealth Management, an estimated $15.4M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q3 2021 was Victory Capital Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2021.