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VictoryShares US Multi-Factor Minimum Volatility ETF

20 hedge funds and large institutions have $135M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

1% more capital invested

Capital invested by funds: $134M → $135M (+$831K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.38% less ownership

Funds ownership: 82.35%81.96% (-0.38%)

20% less funds holding

Funds holding: 2520 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$62.2M -$4.23M -105,053 -7%
TWP
2
Tower Wealth Partners
Pennsylvania
$17.4M +$595K +14,783 +4%
CWM
3
Cornerstone Wealth Management
Missouri
$17.3M +$552K +13,700 +3%
Morgan Stanley
4
Morgan Stanley
New York
$13.4M +$113K +2,804 +0.9%
LPL Financial
5
LPL Financial
California
$8.53M +$425K +10,547 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.18M -$3.85M -95,491 -36%
AI
7
Atria Investments
North Carolina
$2.02M -$80.9K -2,009 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.93M -$19.2K -476 -1%
Bank of America
9
Bank of America
North Carolina
$894K +$88.7K +2,201 +12%
LA
10
LexAurum Advisors
Kansas
$781K -$49.8K -1,236 -6%
RJA
11
Raymond James & Associates
Florida
$729K +$9.79K +243 +1%
PAG
12
Private Advisor Group
New Jersey
$492K -$13.9K -344 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$345K +$40 +1 +0%
AF
14
Advisornet Financial
Minnesota
$340K +$1.93K +48 +0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$315K +$301K +7,477 New
SMC
16
Smith, Moore & Co
Missouri
$308K -$8.06K -200 -3%
LA
17
Lindenwold Advisors
Pennsylvania
$220K +$211K +5,226 New
UBS Group
18
UBS Group
Switzerland
$98K +$76.6K +1,902 +446%
SPIA
19
Steward Partners Investment Advisory
New York
$59K
APA
20
American Portfolios Advisors
New York
$23.8K
Jane Street
21
Jane Street
New York
-$4.34M -113,466 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$895K -23,503 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$490K -12,874 Closed
CAN
24
Cetera Advisor Networks
California
-$211K -5,519 Closed
BW
25
Bison Wealth
Georgia
-$12K -325 Closed

VSMV Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2021, worth a combined $135M — up 0.62% from $134M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of VSMV and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Tower Wealth Partners, adding an estimated $595K. The largest seller was Jane Street, exiting entirely with an estimated $4.34M sold.

  • 20 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2021, down from 25 in Q3 2021.
  • Funds reported $135M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2021 and 6 closed out, a net change of -4 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2021 was Tower Wealth Partners, an estimated $595K added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2021 was Jane Street, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2021.