VictoryShares US Small Mid Cap Value Momentum
USVM • NASDAQ
VictoryShares US Small Mid Cap Value Momentum is an exchange-traded fund on NASDAQ. As of Q3 2025, 35 institutional investors hold shares in this ETF, with total holdings valued at $1.0B. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $736.8M.
Overview
Overview of institutional ownership in USVM as of Q3 2025
All Institutions
- Institutions
- 35
- Value Held
- $1.0B
- Shares Held
- 11.5M
- Avg Position
- $29.7M
- Median Position
- $485.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in USVM as of Q3 2025
| Institution | Position Value |
|---|---|
$736.8M 1.13% of portfolio | |
 HPM Partners LLC RIA/Wealth | $126.2M 0.20% of portfolio |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $122.1M 0.08% of portfolio |
S Systelligence, LLC Institution | $10.5M 1.99% of portfolio |
 Anderson Financial Strategies, LLC RIA/Wealth | $7.7M 4.55% of portfolio |
 Retirement Planning Group RIA/Wealth | $5.7M 0.20% of portfolio |
 BB&T CORP Institution | $4.6M 0.01% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.2M 0.01% of portfolio |
N NorthCrest Asset Manangement, LLC Long Only Manager | $3.5M 0.08% of portfolio |
V Vise Technologies, Inc. Institution | $3.4M 0.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for USVM in Q3 2025
- Traded
- +$82.9M
- Buyers
- 21
- Sellers
- 14
- Total Bought
- +$93.2M
- Total Sold
- −$10.3M
- Avg Position
- $25.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
+$62.2M +688.7K shares | |
VICTORY CAPITAL MANAGEMENT INC Long Only Manager | +$11.5M +127.0K shares |
Anderson Financial Strategies, LLC RIA/Wealth | +$7.7M +-1.1K shares |
V Vise Technologies, Inc. Institution | +$3.4M +37.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.2M +35.1K shares |
HPM Partners LLC RIA/Wealth | +$2.6M +29.2K shares |
+$720.4K +8.0K shares | |
L LPL Financial LLC Institution | +$431.8K +4.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$348.2K +3.8K shares |
 JPMORGAN CHASE & CO Institution | +$347.3K +3.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$3.5M −41.4K shares |
E EWG Elevate Inc. Institution | −$2.6M −31.5K shares |
B Beacon Financial Advisory LLC RIA/Wealth | −$1.6M −17.9K shares |
S Systelligence, LLC Institution | −$867.1K −9.6K shares |
Retirement Planning Group RIA/Wealth | −$673.3K −7.4K shares |
 MORGAN STANLEY RIA/Wealth | −$361.6K −4.0K shares |
 Trilogy Capital Inc. RIA/Wealth | −$263.1K −2.9K shares |
 Redhawk Wealth Advisors, Inc. RIA/Wealth | −$235.1K −2.8K shares |
 Equitable Holdings, Inc. Institution | −$88.4K −976.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$64.6K −713.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited USVM in Q3 2025
- New Positions
- 6
- New Value
- $11.1M
- Exited Positions
- 5
- Exited Value
- $6.4M
New Positions
| Institution | Position Value |
|---|---|
Anderson Financial Strategies, LLC RIA/Wealth | $7.7M 84.8K shares |
V Vise Technologies, Inc. Institution | $3.4M 37.8K shares |
 MAI Wealth Advisors RIA/Wealth | $21.0K 232.0 shares |
F FARMERS & MERCHANTS INVESTMENTS INC Institution | $12.5K 138.0 shares |
B BESSEMER GROUP INC Institution | - - shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $3.5M 41.4K shares |
E EWG Elevate Inc. Institution | $2.6M 31.5K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | $235.1K 2.8K shares |
B BESSEMER GROUP INC Institution | - 1.1K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - 5.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in USVM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with USVM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Anderson Financial Strategies, LLC RIA/Wealth | 4.55% $7.7M |
S Systelligence, LLC Institution | 1.99% $10.5M |
1.13% $736.8M | |
B Beacon Financial Advisory LLC RIA/Wealth | 0.60% $2.6M |
 Nova Wealth Management, Inc. RIA/Wealth | 0.27% $379.3K |
HPM Partners LLC RIA/Wealth | 0.20% $126.2M |
Retirement Planning Group RIA/Wealth | 0.20% $5.7M |
Trilogy Capital Inc. RIA/Wealth | 0.13% $2.8M |
V Vise Technologies, Inc. Institution | 0.13% $3.4M |
0.10% $150.2K |
