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VictoryShares US Multi-Factor Minimum Volatility ETF

27 hedge funds and large institutions have $89.8M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% more ownership

Funds ownership: 80.51%80.66% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $90.9M → $89.8M (-$1.05M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

7% less funds holding

Funds holding: 2927 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
10
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1
Tower Wealth Partners
Pennsylvania
$19.6M +$55.3K +1,135 +0.3%
GVAG
2
Great Valley Advisor Group
Delaware
$16.1M -$230K -4,731 -1%
Victory Capital Management
3
Victory Capital Management
Texas
$16.1M -$2.54M -52,244 -14%
Morgan Stanley
4
Morgan Stanley
New York
$13.1M -$226K -4,650 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.83M +$24.5K +503 +0.5%
LPL Financial
6
LPL Financial
California
$4.34M +$51.3K +1,053 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$2.51M +$383K +7,868 +18%
Bank of America
8
Bank of America
North Carolina
$2.43M +$899K +18,466 +58%
TC
9
Trilogy Capital
California
$2.11M -$239K -4,912 -10%
Citadel Advisors
10
Citadel Advisors
Florida
$1.45M +$1.46M +30,009 New
SFG
11
Sovereign Financial Group
Connecticut
$1.41M +$24K +492 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.34M +$389K +7,977 +40%
Two Sigma Investments
13
Two Sigma Investments
New York
$935K
ODA
14
One Degree Advisors
California
$587K -$198K -4,068 -25%
LA
15
LexAurum Advisors
Kansas
$546K -$13.5K -278 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$476K -$18.3K -375 -4%
AWS
17
Atria Wealth Solutions
New York
$417K +$877 +18 +0.2%
PAG
18
Private Advisor Group
New Jersey
$324K -$99.5K -2,044 -23%
LSL
19
Legacy Solutions LLC
Pennsylvania
$302K
Goldman Sachs
20
Goldman Sachs
New York
$300K -$301K -6,177 -50%
Truist Financial
21
Truist Financial
North Carolina
$294K +$23.3K +478 +9%
LA
22
Lindenwold Advisors
Pennsylvania
$222K -$42.5K -872 -16%
QC
23
Quent Capital
New York
$107K +$107K +2,200 New
SPIA
24
Steward Partners Investment Advisory
New York
$60.5K
JP Morgan Chase
25
JP Morgan Chase
New York
$21K +$21.1K +433 New

VSMV Hedge Fund Activity: Q1 2025 in Review

27 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q1 2025, worth a combined $89.8M — down 1.2% from $90.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VSMV and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.46M. The largest seller was Victory Capital Management, cutting an estimated $2.54M.

  • 27 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q1 2025, down from 29 in Q4 2024.
  • Funds reported $89.8M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 3 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q1 2025 and 5 closed out, a net change of -2 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q1 2025 was Citadel Advisors, an estimated $1.46M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q1 2025 was Victory Capital Management, an estimated $2.54M sold.

Based on aggregated 13F filings for Q1 2025.