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VictoryShares US Multi-Factor Minimum Volatility ETF

27 hedge funds and large institutions have $126M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more capital invested

Capital invested by funds: $91.5M → $126M (+$34.5M)

23% more funds holding

Funds holding: 2227 (+5)

14.67% more ownership

Funds ownership: 78.92%93.59% (+15%)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$50.2M
Morgan Stanley
2
Morgan Stanley
New York
$20.7M +$9.32M +230,015 +88%
TWP
3
Tower Wealth Partners
Pennsylvania
$16.5M -$83.5K -2,061 -0.5%
SC
4
Sykon Capital
New York
$11.1M +$10.7M +263,772 New
GVAG
5
Great Valley Advisor Group
Delaware
$7.47M +$7.19M +177,438 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.39M -$301K -7,420 -7%
TC
7
Trilogy Capital
California
$3.16M -$359K -8,857 -11%
LPL Financial
8
LPL Financial
California
$2.89M +$108K +2,663 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.38M +$1.33M +32,756 New
Goldman Sachs
10
Goldman Sachs
New York
$1.25M +$717K +17,695 +147%
Bank of America
11
Bank of America
North Carolina
$1.09M +$350K +8,644 +50%
Osaic Holdings
12
Osaic Holdings
Arizona
$894K -$400K -9,865 -32%
ODA
13
One Degree Advisors
California
$762K +$715K +17,640 New
RJA
14
Raymond James & Associates
Florida
$651K -$22.4K -552 -3%
LA
15
LexAurum Advisors
Kansas
$607K +$446 +11 +0.1%
SFG
16
Sovereign Financial Group
Connecticut
$535K +$516K +12,721 New
PAG
17
Private Advisor Group
New Jersey
$414K +$81 +2 +0%
AWS
18
Atria Wealth Solutions
New York
$366K +$20.1K +495 +6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$311K -$740K -18,256 -71%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$310K -$59.7K -1,474 -17%
Truist Financial
21
Truist Financial
North Carolina
$271K -$4.86K -120 -2%
Two Sigma Investments
22
Two Sigma Investments
New York
$252K +$243K +6,000 New
LA
23
Lindenwold Advisors
Pennsylvania
$243K +$13.7K +339 +6%
UBS Group
24
UBS Group
Switzerland
$156K +$142K +3,510 +1,782%
CPA
25
Clear Point Advisors
New York
$98.9K +$95.3K +2,351 New

VSMV Hedge Fund Activity: Q4 2023 in Review

27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2023, worth a combined $126M — up 38% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VSMV positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Sykon Capital, opening a new position worth an estimated $10.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.62M sold.

  • 27 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $126M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 8 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2023 was Sykon Capital, an estimated $10.7M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2023.