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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

61 hedge funds and large institutions have $400M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 56.22%57.43% (+1.2%)

4% more capital invested

Capital invested by funds: $383M → $400M (+$16.6M)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

8% less funds holding

Funds holding: 6661 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
6
Increased
23
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$2.42M +$24.1K +508 +1%
FAAS
27
First Allied Advisory Services
California
$1.87M -$457K -9,632 -20%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.8M +$77.7K +1,639 +5%
CAN
29
Cetera Advisor Networks
California
$1.53M +$223K +4,696 +18%
FHA
30
Flagship Harbor Advisors
Massachusetts
$1.49M -$52.1K -1,098 -3%
SG
31
StoneX Group
New York
$1.39M -$61.1K -1,289 -4%
SWP
32
Stratos Wealth Partners
Ohio
$1.32M +$84.5K +1,782 +7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.27M -$206K -4,342 -14%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.27M -$2.42K -51 -0.2%
CA
35
Calton & Associates
Florida
$1.18M +$58.1K +1,225 +5%
Citadel Advisors
36
Citadel Advisors
Florida
$996K +$51.8K +1,092 +6%
WWM
37
Western Wealth Management
Colorado
$873K +$628K +13,249 +269%
Jane Street
38
Jane Street
New York
$807K -$654K -13,796 -46%
IAA
39
Independent Advisor Alliance
North Carolina
$750K +$726K +15,307 New
Goldman Sachs
40
Goldman Sachs
New York
$712K
TRCT
41
Tower Research Capital (TRC)
New York
$598K -$96.4K -2,034 -14%
CG
42
Caprock Group
Idaho
$580K -$42.7K -900 -7%
Truist Financial
43
Truist Financial
North Carolina
$556K +$537K +11,327 New
SS
44
Sunbelt Securities
Texas
$529K +$6.16K +130 +1%
CWM
45
Cornerstone Wealth Management
Missouri
$493K -$51.7K -1,091 -10%
MWM
46
Minot Wealth Management
Massachusetts
$382K +$370K +7,800 New
FHC
47
First Heartland Consultants
Missouri
$377K
RJT
48
Raymond James Trust
Florida
$290K
AAS
49
Avantax Advisory Services
Texas
$248K
KA
50
Kovack Advisors
Florida
$246K