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Small-Cap ETFs Rally in July: Will the Momentum Continue?
ZACKS· 2025-07-25 15:02
Small-cap stocks are surging this month on strong momentum in the space. The Russell 2000 Index has jumped nearly 9% in July 2025 alone, outpacing the S&P 500 and Nasdaq Composite Indexes. While several ETFs are riding high on this momentum, we have highlighted five of those that are leading the space over the past month and offer diversified exposure across various sectors. These are Avantis U.S. Small Cap Equity ETF (AVSC) , Invesco S&P SmallCap Value with Momentum ETF (XSVM) , JPMorgan BetaBuilders U.S. ...
Victory Capital's February AUM Decreases 0.6% Sequentially to $175.5B
ZACKS· 2025-03-14 16:20
Group 1: Victory Capital Holdings, Inc. (VCTR) Performance - VCTR reported assets under management (AUM) of $175.5 billion for February 2025, reflecting a 0.6% decline from $176.5 billion as of January 31, 2024 [1] - U.S. mid cap equity AUM decreased 2.9% to $30.4 billion, while U.S. small cap equity AUM dipped 5.3% to $14.2 billion [1] - Global/non-U.S. equity AUM rose 5.8% to $20.6 billion, and U.S. large cap equity AUM decreased 3.7% to $13.9 billion [1] Group 2: Solutions and Alternative Investments - VCTR recorded $65.5 billion in Solutions, up 0.1% from January 2025 [2] - Alternative investments asset balance declined 2.6% to $2.9 billion, while fixed-income AUM was $24.4 billion, increasing marginally [2] - Money market/short-term assets rose 1.9% to $3.4 billion [2] Group 3: Market Positioning - VCTR's integrated multi-boutique business model and effective distribution platform are expected to enhance performance in the near term [3] Group 4: Performance of Other Asset Managers - Franklin Resources, Inc. (BEN) reported preliminary AUM of $1.58 trillion as of February 28, 2025, showing a marginal decrease [4] - BEN's decline in AUM was attributed to long-term net outflows of $10 billion, despite positive market impacts [4] - AllianceBernstein Holding L.P. (AB) announced preliminary AUM of $805 billion for February 2025, reflecting a marginal decrease [5] - AB's Equity AUM declined 2.6% to $333 billion, while Fixed-Income AUM increased 1.3% to $303 billion [5]