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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

93 hedge funds and large institutions have $624M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more capital invested

Capital invested by funds: $504M → $624M (+$120M)

16% more funds holding

Funds holding: 80 → 93 (+13)

3.42% more ownership

Funds ownership: 53.62% → 57.04% (+3.4%)

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
44
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.69M
3
MA
Mutual Advisors
Nebraska
+$6.34M
4
LPL Financial
LPL Financial
California
+$5.36M
5
PAG
Private Advisor Group
New Jersey
+$4.37M

Top Sellers

1
GWAG
Garrett Wealth Advisory Group
Texas
-$4.76M
2
Wells Fargo
Wells Fargo
California
-$1.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.24M
4
HI
Harbour Investments
Wisconsin
-$983K
5
FTUS
Flow Traders U.S.
New York
-$786K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.36M +$280K +4,163 +7%
IA
27
IFP Advisors
Florida
$4.35M +$40.9K +608 +1%
MCC
28
Money Concepts Capital
Florida
$4.11M +$3.97M +59,092 New
CAN
29
Cetera Advisor Networks
California
$3.83M +$515K +7,664 +16%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.84M -$149K -2,218 -5%
Truist Financial
31
Truist Financial
North Carolina
$2.81M -$102K -1,525 -4%
UBS Group
32
UBS Group
Switzerland
$2.78M -$477K -7,091 -15%
FEM
33
Fulcrum Equity Management
Texas
$2.6M +$80K +1,191 +3%
FA
34
Fermata Advisors
California
$2.45M +$1.08M +16,102 +84%
CG
35
Caprock Group
Idaho
$2.24M +$1.07M +15,850 +97%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$2.23M -$7.86K -117 -0.4%
AAS
37
Avantax Advisory Services
Texas
$2.11M +$1.7M +25,315 +500%
KAS
38
Kestra Advisory Services
Texas
$1.79M +$25.5K +379 +1%
CWP
39
Corepath Wealth Partners
Arizona
$1.69M -$69K -1,027 -4%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.48M +$52.2K +777 +4%
CA
41
Claro Advisors
Massachusetts
$1.46M +$453K +6,739 +48%
SG
42
StoneX Group
New York
$1.41M +$204K +3,031 +18%
SWP
43
Stratos Wealth Partners
Ohio
$1.39M -$69K -1,026 -5%
RWA
44
Redhawk Wealth Advisors
Minnesota
$1.38M +$1.34M +19,879 New
WIA
45
World Investment Advisors
California
$1.35M -$124K -1,843 -9%
SPIA
46
Steward Partners Investment Advisory
New York
$1.3M +$87.7K +1,305 +8%
CA
47
Calton & Associates
Florida
$1.27M -$40.6K -604 -3%
EWA
48
EverSource Wealth Advisors
Alabama
$1.18M +$1.14M +16,905 New
HI
49
Harbour Investments
Wisconsin
$1.05M -$983K -14,621 -49%
ACM
50
AlphaStar Capital Management
North Carolina
$1.03M +$32.7K +487 +3%
1
2
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CDC Hedge Fund Activity: Q4 2021 in Review

93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2021, worth a combined $624M — up 24% from $504M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CDC positions and 5 closed out — a net gain of 15 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $11.4M. The largest seller was Garrett Wealth Advisory Group, cutting an estimated $4.76M.

  • 93 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $624M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 20 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2021 and 5 closed out, a net change of +15 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2021 was Ameriprise, an estimated $11.4M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2021 was Garrett Wealth Advisory Group, an estimated $4.76M sold.

Based on aggregated 13F filings for Q4 2021.