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VictoryShares US Multi-Factor Minimum Volatility ETF

21 hedge funds and large institutions have $125M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2021 (+1)

2.22% less ownership

Funds ownership: 81.96%79.75% (-2.2%)

7% less capital invested

Capital invested by funds: $135M → $125M (-$9.34M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
5
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$51.6M -$6.86M -170,002 -12%
CWM
2
Cornerstone Wealth Management
Missouri
$17.3M +$212K +5,262 +1%
TWP
3
Tower Wealth Partners
Pennsylvania
$17.3M +$47.2K +1,171 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$12.6M -$688K -17,054 -5%
LPL Financial
5
LPL Financial
California
$7.7M -$714K -17,703 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.88M -$211K -5,231 -3%
IA
7
IFP Advisors
Florida
$2.81M +$4.1M +101,664 New
AI
8
Atria Investments
North Carolina
$1.82M -$176K -4,371 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.51M -$383K -9,499 -21%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.48M +$1.43M +35,456 New
Bank of America
11
Bank of America
North Carolina
$913K +$29.3K +725 +3%
LA
12
LexAurum Advisors
Kansas
$731K -$40.1K -994 -5%
RJA
13
Raymond James & Associates
Florida
$696K -$23.5K -582 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$563K +$546K +13,529 New
PAG
15
Private Advisor Group
New Jersey
$487K +$121 +3 +0%
SMC
16
Smith, Moore & Co
Missouri
$265K -$37.7K -935 -13%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$221K +$214K +5,303 New
AWS
18
Atria Wealth Solutions
New York
$221K +$215K +5,322 New
UBS Group
19
UBS Group
Switzerland
$130K +$32.4K +802 +34%
SPIA
20
Steward Partners Investment Advisory
New York
$42K -$16.1K -400 -29%
APA
21
American Portfolios Advisors
New York
$21.6K -$1.82K -45 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-$345K -8,186 Closed
AF
23
Advisornet Financial
Minnesota
-$340K -8,071 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$315K -7,477 Closed
LA
25
Lindenwold Advisors
Pennsylvania
-$220K -5,226 Closed

VSMV Hedge Fund Activity: Q1 2022 in Review

21 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q1 2022, worth a combined $125M — down 6.9% from $135M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VSMV positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 11 trimmed.

The largest buyer was IFP Advisors, opening a new position worth an estimated $4.1M. The largest seller was Victory Capital Management, cutting an estimated $6.86M.

  • 21 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q1 2022, up from 20 in Q4 2021.
  • Funds reported $125M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 5 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q1 2022 and 4 closed out, a net change of +1 holder.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q1 2022 was IFP Advisors, an estimated $4.1M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q1 2022 was Victory Capital Management, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2022.