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VictoryShares US Multi-Factor Minimum Volatility ETF

28 hedge funds and large institutions have $102M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 2628 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.56% less ownership

Funds ownership: 81.42%77.86% (-3.6%)

10% less capital invested

Capital invested by funds: $113M → $102M (-$10.7M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
8
Reduced
13
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
$31M -$18.8M -399,196 -39%
TWP
2
Tower Wealth Partners
Pennsylvania
$19.7M -$38.3K -814 -0.2%
GVAG
3
Great Valley Advisor Group
Delaware
$15.6M -$1.14M -24,204 -7%
Morgan Stanley
4
Morgan Stanley
New York
$12.2M +$1.59M +33,706 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.88M -$104K -2,215 -2%
LPL Financial
6
LPL Financial
California
$4.36M +$760K +16,140 +22%
TC
7
Trilogy Capital
California
$2.66M -$40.5K -861 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.61M +$21.1K +448 +1%
Bank of America
9
Bank of America
North Carolina
$1.59M -$175K -3,719 -10%
SFG
10
Sovereign Financial Group
Connecticut
$1.44M -$35.6K -757 -2%
Goldman Sachs
11
Goldman Sachs
New York
$1.17M +$570K +12,105 +100%
ODA
12
One Degree Advisors
California
$811K -$37.6K -798 -5%
LA
13
LexAurum Advisors
Kansas
$596K +$94 +2 +0%
RJA
14
Raymond James & Associates
Florida
$547K -$97.1K -2,062 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$524K -$282K -5,989 -36%
Two Sigma Investments
16
Two Sigma Investments
New York
$496K +$480K +10,200 New
PAG
17
Private Advisor Group
New Jersey
$466K -$424 -9 -0.1%
AWS
18
Atria Wealth Solutions
New York
$416K +$1.18K +25 +0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$358K
Jane Street
20
Jane Street
New York
$324K +$314K +6,671 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$315K -$957K -20,331 -76%
Truist Financial
22
Truist Financial
North Carolina
$308K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$280K
LA
24
Lindenwold Advisors
Pennsylvania
$270K +$12.9K +275 +5%
CPA
25
Clear Point Advisors
New York
$90.5K -$23.8K -505 -21%

VSMV Hedge Fund Activity: Q3 2024 in Review

28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q3 2024, worth a combined $102M — down 9.5% from $113M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new VSMV positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.59M. The largest seller was Victory Capital Management, cutting an estimated $18.8M.

  • 28 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $102M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q3 2024, down 9.5% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.59M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q3 2024 was Victory Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2024.