VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
35 hedge funds and large institutions have $303M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $263M → $303M (+$40.1M)
3% more funds holding
Funds holding: 34 → 35 (+1)
0.97% more ownership
Funds ownership: 56.45% → 57.42% (+0.97%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.32M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.18M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.04M |
| 5 |
Morgan Stanley
New York
|
+$3.1M |
Top Sellers
| 1 |
Jane Street
New York
|
-$3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.58M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$1.15M |
| 4 |
SG
StoneX Group
New York
|
-$54.6K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $283K | +$1.97K | +45 | +0.7% |
|
|
NPC
27
National Planning Corporation
El Segundo,
California
| $276K | -$16K | -367 | -6% |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $263K | -$5.38K | -123 | -2% |
|
29
SG Americas Securities
New York
| $245K | +$241K | +5,521 | New |
|
|
PFBT
30
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $212K | +$209K | +4,784 | New |
|
|
CBU
31
CIBC Bank USA
Chicago,
Illinois
| $210K | – | – | – |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $198K | +$21.9K | +500 | +13% |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $43K | +$175 | +4 | +0.4% |
|
34
JP Morgan Chase
New York
| $13K | +$13K | +297 | New |
|
|
35
Jane Street
New York
| – | -$3M | -69,234 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.58M | -36,285 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$4K | -100 | Closed |
|
CDC Hedge Fund Activity: Q3 2017 in Review
35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2017, worth a combined $303M — up 15% from $263M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CDC positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $9.32M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.
- 35 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2017, up from 34 in Q2 2017.
- Funds reported $303M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2017, up 15% quarter-over-quarter.
- 4 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2017 and 3 closed out, a net change of +1 holder.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2017 was UBS Group, an estimated $9.32M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2017 was Jane Street, an estimated $3M sold.
Based on aggregated 13F filings for Q3 2017.