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VictoryShares US Multi-Factor Minimum Volatility ETF

29 hedge funds and large institutions have $135M invested in VictoryShares US Multi-Factor Minimum Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $105M → $135M (+$30.6M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

7% more funds holding

Funds holding: 2729 (+2)

1.4% more ownership

Funds ownership: 83.09%84.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
10
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1
Great Valley Advisor Group
Delaware
$47.8M +$14.9M +274,980 +47%
TWP
2
Tower Wealth Partners
Pennsylvania
$23.1M +$92.5K +1,703 +0.4%
Victory Capital Management
3
Victory Capital Management
Texas
$18.3M
Goldman Sachs
4
Goldman Sachs
New York
$12.3M +$11.8M +217,521 +3,666%
Morgan Stanley
5
Morgan Stanley
New York
$8.17M -$602K -11,089 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.35M -$67.8K -1,249 -1%
LPL Financial
7
LPL Financial
California
$3.84M -$622K -11,462 -14%
Raymond James Financial
8
Raymond James Financial
Florida
$2.52M -$54 -1 -0%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.35M +$559K +10,288 +32%
Citadel Advisors
10
Citadel Advisors
Florida
$2.33M +$697K +12,844 +44%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.26M +$1.56M +28,731 +237%
Bank of America
12
Bank of America
North Carolina
$1.72M -$898K -16,529 -35%
TC
13
Trilogy Capital
California
$1.3M -$204K -3,758 -14%
SFG
14
Sovereign Financial Group
Connecticut
$980K -$118K -2,175 -11%
DWM
15
Dakota Wealth Management
Florida
$572K +$562K +10,345 New
Truist Financial
16
Truist Financial
North Carolina
$460K +$123K +2,262 +37%
ODA
17
One Degree Advisors
California
$452K +$272 +5 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$429K -$1.96K -36 -0.5%
PAG
19
Private Advisor Group
New Jersey
$352K
VFG
20
Valley Financial Group
Pennsylvania
$219K +$7.06K +130 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$209K
GRP
22
Global Retirement Partners
California
$161K +$12.3K +226 +8%
SPIA
23
Steward Partners Investment Advisory
New York
$69.1K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$63.8K +$62.7K +1,154 New
Osaic Holdings
25
Osaic Holdings
Arizona
$44.2K -$8.2K -151 -16%

VSMV Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) for Q4 2025, worth a combined $135M — up 29% from $105M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VSMV positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $14.9M. The largest seller was Bank of America, cutting an estimated $898K.

  • 29 institutional investors held VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $135M of VictoryShares US Multi-Factor Minimum Volatility ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 4 funds opened new VictoryShares US Multi-Factor Minimum Volatility ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF buyer in Q4 2025 was Great Valley Advisor Group, an estimated $14.9M added.
  • The largest VictoryShares US Multi-Factor Minimum Volatility ETF seller in Q4 2025 was Bank of America, an estimated $898K sold.

Based on aggregated 13F filings for Q4 2025.