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VictoryShares US Multi-Factor Minimum Volatility ETF

22 hedge funds and large institutions have $91.3M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2022 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 81.05%80.61% (-0.44%)

5% less capital invested

Capital invested by funds: $95.7M → $91.3M (-$4.45M)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
4
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
$42.6M -$157K -4,190 -0.3%
TWP
2
Tower Wealth Partners
Pennsylvania
$16M -$986K -26,330 -6%
Morgan Stanley
3
Morgan Stanley
New York
$11.4M +$1.2M +32,175 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.59M +$186K +4,981 +3%
IA
5
IFP Advisors
Florida
$2.84M +$36.8K +982 +1%
LPL Financial
6
LPL Financial
California
$2.42M -$4.12M -110,115 -61%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.75M +$265K +7,066 +16%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.58M +$857K +22,889 +100%
AI
9
Atria Investments
North Carolina
$1.51M +$39.8K +1,063 +2%
Jane Street
10
Jane Street
New York
$1.46M +$970K +25,900 +159%
Citadel Advisors
11
Citadel Advisors
Florida
$726K +$787K +21,012 New
Bank of America
12
Bank of America
North Carolina
$684K -$106K -2,843 -13%
LA
13
LexAurum Advisors
Kansas
$602K +$225 +6 +0%
RJA
14
Raymond James & Associates
Florida
$543K +$899 +24 +0.2%
PAG
15
Private Advisor Group
New Jersey
$421K +$150 +4 +0%
Goldman Sachs
16
Goldman Sachs
New York
$416K +$451K +12,053 New
SMC
17
Smith, Moore & Co
Missouri
$394K +$189K +5,037 +79%
AWS
18
Atria Wealth Solutions
New York
$234K +$23.4K +626 +10%
UBS Group
19
UBS Group
Switzerland
$53K +$44.1K +1,179 +346%
SPIA
20
Steward Partners Investment Advisory
New York
$35K
APA
21
American Portfolios Advisors
New York
$16.1K
TRCT
22
Tower Research Capital (TRC)
New York
$5K +$5.13K +137 New
CWM
23
Cornerstone Wealth Management
Missouri
-$224K -6,095 Closed

VSMV Hedge Fund Activity: Q3 2022 in Review

22 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q3 2022, worth a combined $91.3M — down 4.7% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VSMV positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was LPL Financial, cutting an estimated $4.12M.

  • 22 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q3 2022, up from 20 in Q2 2022.
  • Funds reported $91.3M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q3 2022, down 4.7% quarter-over-quarter.
  • 3 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q3 2022 and 1 closed out, a net change of +2 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q3 2022 was Morgan Stanley, an estimated $1.2M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q3 2022 was LPL Financial, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2022.