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VictoryShares US Multi-Factor Minimum Volatility ETF

20 hedge funds and large institutions have $95.7M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 79.75%81.05% (+1.3%)

5% less funds holding

Funds holding: 2120 (-1)

24% less capital invested

Capital invested by funds: $125M → $95.7M (-$29.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
1
Increased
5
Reduced
11
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
$45.4M -$2.77M -70,180 -5%
TWP
2
Tower Wealth Partners
Pennsylvania
$16.4M +$1.29M +32,709 +8%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$180K -4,559 -2%
LPL Financial
4
LPL Financial
California
$6.61M -$185K -4,680 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.76M -$331K -8,406 -5%
IA
6
IFP Advisors
Florida
$2.81M
Osaic Holdings
7
Osaic Holdings
Arizona
$1.6M +$285K +7,227 +20%
AI
8
Atria Investments
North Carolina
$1.57M -$37.5K -952 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$841K -$495K -12,544 -35%
Bank of America
10
Bank of America
North Carolina
$831K +$27K +684 +3%
LA
11
LexAurum Advisors
Kansas
$639K -$5.88K -149 -0.8%
Jane Street
12
Jane Street
New York
$596K +$640K +16,242 New
RJA
13
Raymond James & Associates
Florida
$576K -$40.9K -1,038 -6%
PAG
14
Private Advisor Group
New Jersey
$447K +$18.6K +471 +4%
SMC
15
Smith, Moore & Co
Missouri
$234K
AWS
16
Atria Wealth Solutions
New York
$225K +$32.5K +824 +15%
CWM
17
Cornerstone Wealth Management
Missouri
$224K -$16.2M -409,854 -99%
SPIA
18
Steward Partners Investment Advisory
New York
$37K
APA
19
American Portfolios Advisors
New York
$17.1K -$2.09K -53 -10%
UBS Group
20
UBS Group
Switzerland
$13K -$110K -2,789 -89%
Citadel Advisors
21
Citadel Advisors
Florida
-$563K -13,529 Closed
KFGK
22
Keystone Financial Group (Kentucky)
Kentucky
-$221K -5,303 Closed

VSMV Hedge Fund Activity: Q2 2022 in Review

20 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q2 2022, worth a combined $95.7M — down 24% 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 11 trimmed existing stakes and 5 added.

The largest buyer was Tower Wealth Partners, adding an estimated $1.29M. The largest seller was Cornerstone Wealth Management, cutting an estimated $16.2M.

  • 20 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q2 2022, down from 21 in Q1 2022.
  • Funds reported $95.7M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 1 fund opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q2 2022 and 2 closed out, a net change of -1 holder.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q2 2022 was Tower Wealth Partners, an estimated $1.29M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q2 2022 was Cornerstone Wealth Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.