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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

128 hedge funds and large institutions have $1.2B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

19% more capital invested

Capital invested by funds: $1.01B → $1.2B (+$194M)

14% more funds holding

Funds holding: 112 → 128 (+16)

1.37% less ownership

Funds ownership: 66.03% → 64.66% (-1.4%)

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
2.16%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
24
Increased
69
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$35.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.6M
3
JRFS
James Reed Financial Services
Ohio
+$21M
4
LPL Financial
LPL Financial
California
+$20M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$11.7M
2
MCC
Money Concepts Capital
Florida
-$6.29M
3
GWAG
Garrett Wealth Advisory Group
Texas
-$3.02M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.98M
5
Jane Street
Jane Street
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
26
Pacific Center for Financial Services
California
$11.1M +$417K +5,970 +4%
FHC
27
First Heartland Consultants
Missouri
$10.7M +$9.08M +129,979 +405%
GVAG
28
Great Valley Advisor Group
Delaware
$10.6M +$898K +12,849 +9%
FA
29
Fermata Advisors
California
$10.2M +$5.41M +77,410 +101%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$10.1M -$1.13M -16,205 -10%
IWC
31
Integrated Wealth Concepts
Massachusetts
$10.1M +$282K +4,040 +3%
SPC
32
Sigma Planning Corp
Michigan
$9.74M +$2.27M +32,508 +28%
KAS
33
Kestra Advisory Services
Texas
$8M +$6.61M +94,623 +358%
FHA
34
Flagship Harbor Advisors
Massachusetts
$7.46M +$1.67M +23,872 +27%
WWM
35
Western Wealth Management
Colorado
$7.04M +$7.43M +106,341 New
MG
36
Mather Group
Illinois
$6.24M +$4.71M +67,461 +251%
CA
37
Cetera Advisors
Colorado
$5.95M +$4.26M +60,954 +209%
MA
38
MONECO Advisors
Connecticut
$4.84M +$285K +4,077 +6%
NA
39
NewEdge Advisors
Louisiana
$4.61M -$105K -1,501 -2%
MCC
40
Money Concepts Capital
Florida
$4.51M -$6.29M -90,025 -57%
MML Investors Services
41
MML Investors Services
Massachusetts
$4.41M +$1.25M +17,958 +37%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.39M +$2.84M +40,665 +157%
CAN
43
Cetera Advisor Networks
California
$4.29M +$115K +1,651 +3%
LWP
44
Lumature Wealth Partners
Georgia
$4.22M +$4.47M +63,900 New
IA
45
IFP Advisors
Florida
$3.81M – – –
Truist Financial
46
Truist Financial
North Carolina
$3.58M +$962K +13,760 +34%
DIA
47
Dana Investment Advisors
Wisconsin
$3.5M +$2.72M +38,980 +279%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$3.37M +$2.82M +40,335 +377%
Jane Street
49
Jane Street
New York
$3.2M -$2.27M -32,462 -40%
AI
50
Atria Investments
North Carolina
$3.04M +$3.22M +46,061 New
1
2
3 4 5

CDC Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2022, worth a combined $1.2B — up 19% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CDC positions and 8 closed out — a net gain of 16 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $35.8M. The largest seller was Financial Sense Advisors, exiting entirely with an estimated $11.7M sold.

  • 128 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $1.2B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2022, up 19% quarter-over-quarter.
  • 24 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2022 and 8 closed out, a net change of +16 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2022 was Ameriprise, an estimated $35.8M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2022 was Financial Sense Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2022.