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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
CDC
34 hedge funds and large institutions have $263M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $232M → $263M (+$31.1M)
3% more funds holding
Funds holding: 33 → 34 (+1)
16.83% less ownership
Funds ownership: 73.29% → 56.45% (-17%)
Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.77M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.6M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.94M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SG
26
StoneX Group
New York
| $349K | +$347K | +8,052 | New |
|
|
NPC
27
National Planning Corporation
El Segundo,
California
| $286K | -$250K | -5,805 | -47% |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $275K | -$34.4K | -798 | -11% |
|
29
Envestnet Asset Management
Chicago,
Illinois
| $263K | -$6.51K | -151 | -2% |
|
|
CBU
30
CIBC Bank USA
Chicago,
Illinois
| $206K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $169K | – | – | – |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $41K | +$41K | +952 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $4K | +$4.31K | +100 | New |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$5.52M | -128,647 | Closed |
|
|
IAA
35
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$3M | -70,302 | Closed |
|
36
Citadel Advisors
Miami,
Florida
| – | -$204K | -4,746 | Closed |
|
|
RFM
37
Royal Fund Management
Lady Lake,
Florida
| – | -$58K | -1,358 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$5K | -114 | Closed |
|