We are live on ! Find out more
VSMV icon

VictoryShares US Multi-Factor Minimum Volatility ETF

22 hedge funds and large institutions have $98.8M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more funds holding

Funds holding: 2022 (+2)

1.9% more ownership

Funds ownership: 77.71%79.61% (+1.9%)

4% more capital invested

Capital invested by funds: $94.7M → $98.8M (+$4.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
9
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
$50M -$24.8K -630 -0.1%
TWP
2
Tower Wealth Partners
Pennsylvania
$16M -$1.5M -38,010 -9%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M -$133K -3,383 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.78M -$642K -16,325 -10%
TC
5
Trilogy Capital
California
$3.54M -$277K -7,047 -8%
LPL Financial
6
LPL Financial
California
$2.79M +$5.16K +131 +0.2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.71M +$1.66M +42,121 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.61M -$147K -3,723 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$1.48M +$1.43M +36,388 New
SMC
10
Smith, Moore & Co
Missouri
$839K +$3.78K +96 +0.5%
Bank of America
11
Bank of America
North Carolina
$731K +$73.4K +1,866 +12%
LA
12
LexAurum Advisors
Kansas
$709K +$236 +6 +0%
RJA
13
Raymond James & Associates
Florida
$652K +$13.7K +348 +2%
Goldman Sachs
14
Goldman Sachs
New York
$490K
PAG
15
Private Advisor Group
New Jersey
$400K -$49.5K -1,258 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$384K +$371K +9,439 New
AWS
17
Atria Wealth Solutions
New York
$324K +$24.9K +632 +9%
Truist Financial
18
Truist Financial
North Carolina
$299K +$289K +7,353 New
LA
19
Lindenwold Advisors
Pennsylvania
$218K -$8.89K -226 -4%
SPIA
20
Steward Partners Investment Advisory
New York
$40.7K
UBS Group
21
UBS Group
Switzerland
$14K -$69.9K -1,777 -84%
TRCT
22
Tower Research Capital (TRC)
New York
$5.49K
AI
23
Atria Investments
North Carolina
-$1.77M -45,680 Closed
ASN
24
Advisory Services Network
Georgia
-$7.74K -200 Closed

VSMV Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q2 2023, worth a combined $98.8M — up 4.3% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VSMV positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.66M. The largest seller was Atria Investments, exiting entirely with an estimated $1.77M sold.

  • 22 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q2 2023, up from 20 in Q1 2023.
  • Funds reported $98.8M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q2 2023, up 4.3% quarter-over-quarter.
  • 4 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $1.66M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q2 2023 was Atria Investments, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2023.