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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

112 hedge funds and large institutions have $1.01B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

362% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

61% more capital invested

Capital invested by funds: $624M → $1.01B (+$381M)

20% more funds holding

Funds holding: 93 → 112 (+19)

9% more ownership

Funds ownership: 57.04% → 66.03% (+9%)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.77%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
28
Increased
60
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$21.2M
3
AAS
Avantax Advisory Services
Texas
+$19.8M
4
UBS Group
UBS Group
Switzerland
+$18.5M
5
LPL Financial
LPL Financial
California
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
-$6.57M
2
GWAG
Garrett Wealth Advisory Group
Texas
-$2.56M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$1.38M
4
IAIM
International Assets Investment Management
Florida
-$268K
5
OPCM
Osborne Partners Capital Management
California
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$10.6M +$2.05M +29,316 +25%
GVAG
27
Great Valley Advisor Group
Delaware
$10.6M +$2.46M +35,077 +31%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$10.1M +$1.76M +25,106 +22%
SMC
29
Smith, Moore & Co
Missouri
$10M +$9.27M +132,285 +1,934%
SPC
30
Sigma Planning Corp
Michigan
$8.26M +$8.05M +114,873 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$6.39M +$177K +2,531 +3%
PWM
32
Provident Wealth Management
Tennessee
$6.2M +$1.25M +17,861 +26%
Jane Street
33
Jane Street
New York
$5.82M +$5.67M +80,941 New
FA
34
Fermata Advisors
California
$5.49M +$2.88M +41,158 +117%
NA
35
NewEdge Advisors
Louisiana
$5.12M -$226K -3,224 -4%
MA
36
MONECO Advisors
Connecticut
$4.97M +$361K +5,154 +8%
CAN
37
Cetera Advisor Networks
California
$4.55M +$582K +8,306 +15%
FEM
38
Fulcrum Equity Management
Texas
$3.88M +$1.17M +16,626 +45%
IA
39
IFP Advisors
Florida
$3.81M +$1.39M +19,771 +32%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.51M +$559K +7,983 +20%
GRP
41
Global Retirement Partners
California
$3.31M +$3.31M +47,242 New
FF
42
Fluent Financial
Texas
$3.14M +$3.07M +43,742 New
Renaissance Technologies
43
Renaissance Technologies
New York
$2.98M +$1.91M +27,300 +192%
Truist Financial
44
Truist Financial
North Carolina
$2.9M – – –
EP
45
Eudaimonia Partners
Tennessee
$2.33M +$2.28M +32,478 New
CG
46
Caprock Group
Idaho
$2.32M – – –
FHC
47
First Heartland Consultants
Missouri
$2.31M +$1.35M +19,318 +151%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.28M -$20.7K -296 -0.9%
CA
49
Cetera Advisors
Colorado
$2.09M +$2.04M +29,122 New
EWA
50
EverSource Wealth Advisors
Alabama
$2M +$768K +10,956 +65%
1
2
3 4 5

CDC Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2022, worth a combined $1.01B — up 61% from $624M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CDC positions and 6 closed out — a net gain of 22 holders — while 60 added to existing stakes and 13 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $102M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.57M sold.

  • 112 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2022, up from 93 in Q4 2021.
  • Funds reported $1.01B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2022, up 61% quarter-over-quarter.
  • 28 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2022 and 6 closed out, a net change of +22 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $102M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2022 was Mutual Advisors, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2022.