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VictoryShares US Multi-Factor Minimum Volatility ETF

25 hedge funds and large institutions have $101M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

14% more funds holding

Funds holding: 2225 (+3)

11% more capital invested

Capital invested by funds: $91.3M → $101M (+$10.1M)

2.41% more ownership

Funds ownership: 80.61%83.01% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
10
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
$46.9M -$81.7K -2,160 -0.2%
TWP
2
Tower Wealth Partners
Pennsylvania
$16.2M +$172K +4,544 +1%
Morgan Stanley
3
Morgan Stanley
New York
$12.3M -$335K -8,846 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.1M -$81.8K -2,162 -1%
TC
5
Trilogy Capital
California
$3.72M +$3.69M +97,504 New
IA
6
IFP Advisors
Florida
$2.93M +$122K +3,218 +3%
LPL Financial
7
LPL Financial
California
$2.58M -$92.5K -2,444 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.04M +$109K +2,879 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.72M -$23.7K -625 -1%
AI
10
Atria Investments
North Carolina
$1.66M -$14.3K -378 -0.9%
Citadel Advisors
11
Citadel Advisors
Florida
$1.05M +$247K +6,539 +31%
SMC
12
Smith, Moore & Co
Missouri
$809K +$371K +9,799 +86%
Bank of America
13
Bank of America
North Carolina
$724K -$31.4K -830 -4%
LA
14
LexAurum Advisors
Kansas
$665K +$341 +9 +0.1%
RJA
15
Raymond James & Associates
Florida
$597K -$2.54K -67 -0.4%
Goldman Sachs
16
Goldman Sachs
New York
$460K
AWS
17
Atria Wealth Solutions
New York
$260K +$1.55K +41 +0.6%
SAG
18
SageView Advisory Group
California
$246K +$244K +6,454 New
LA
19
Lindenwold Advisors
Pennsylvania
$203K +$202K +5,329 New
UBS Group
20
UBS Group
Switzerland
$121K +$62.3K +1,647 +108%
SPIA
21
Steward Partners Investment Advisory
New York
$44.6K +$6.43K +170 +17%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$28.7K +$28.5K +752 New
ASN
23
Advisory Services Network
Georgia
$7.63K +$7.57K +200 New
TRCT
24
Tower Research Capital (TRC)
New York
$5K -$76 -2 -1%
PAG
25
Private Advisor Group
New Jersey
$435 -$28.9K -763 -6%

VSMV Hedge Fund Activity: Q4 2022 in Review

25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2022, worth a combined $101M — up 11% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VSMV positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $3.69M. The largest seller was Jane Street, exiting entirely with an estimated $1.46M sold.

  • 25 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2022, up from 22 in Q3 2022.
  • Funds reported $101M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 5 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2022 was Trilogy Capital, an estimated $3.69M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2022 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2022.