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VictoryShares US Multi-Factor Minimum Volatility ETF

26 hedge funds and large institutions have $113M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $110M → $113M (+$3.12M)

0.57% more ownership

Funds ownership: 80.85%81.42% (+0.57%)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
10
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$47.1M
TWP
2
Tower Wealth Partners
Pennsylvania
$18.4M +$399K +8,973 +2%
GVAG
3
Great Valley Advisor Group
Delaware
$15.7M +$2.37M +53,373 +18%
Morgan Stanley
4
Morgan Stanley
New York
$9.92M -$298K -6,717 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.66M +$200K +4,497 +5%
LPL Financial
6
LPL Financial
California
$3.34M +$147K +3,314 +5%
TC
7
Trilogy Capital
California
$2.53M -$171K -3,841 -6%
Bank of America
8
Bank of America
North Carolina
$1.66M -$12.9K -290 -0.8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.49M +$117K +2,638 +9%
SFG
10
Sovereign Financial Group
Connecticut
$1.39M +$385K +8,679 +40%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.22M -$138K -3,101 -10%
ODA
12
One Degree Advisors
California
$800K -$1.42K -32 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$762K -$83.5K -1,881 -10%
RJA
14
Raymond James & Associates
Florida
$605K +$9.73K +219 +2%
LA
15
LexAurum Advisors
Kansas
$558K -$95.8K -2,158 -15%
Goldman Sachs
16
Goldman Sachs
New York
$548K
PAG
17
Private Advisor Group
New Jersey
$436K +$44 +1 +0%
AWS
18
Atria Wealth Solutions
New York
$388K -$8.26K -186 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$335K
Truist Financial
20
Truist Financial
North Carolina
$288K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$262K
LA
22
Lindenwold Advisors
Pennsylvania
$240K +$3.77K +85 +2%
CPA
23
Clear Point Advisors
New York
$108K +$355 +8 +0.3%
SPIA
24
Steward Partners Investment Advisory
New York
$56.8K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7.95K +$7.77K +175 New

VSMV Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q2 2024, worth a combined $113M — up 2.8% from $110M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new VSMV positions and 0 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $2.37M. The largest seller was Morgan Stanley, cutting an estimated $298K.

  • 26 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $113M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 1 fund opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q2 2024 and 0 closed out, a net change of +1 holder.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q2 2024 was Great Valley Advisor Group, an estimated $2.37M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q2 2024 was Morgan Stanley, an estimated $298K sold.

Based on aggregated 13F filings for Q2 2024.