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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

136 hedge funds and large institutions have $1.26B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 26

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

6% more funds holding

Funds holding: 128136 (+8)

5% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$63.4M)

2.35% more ownership

Funds ownership: 64.66%67.01% (+2.3%)

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.34%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
21
Increased
67
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fermata Advisors
California
$11M +$2.14M +32,136 +21%
GVAG
27
Great Valley Advisor Group
Delaware
$10.4M +$998K +15,024 +9%
PCFFS
28
Pacific Center for Financial Services
California
$10.3M +$359K +5,406 +3%
IA
29
IFP Advisors
Florida
$10.3M +$9.32M +140,330 +171%
GWAG
30
Garrett Wealth Advisory Group
Texas
$9.98M -$3.35M -50,360 -23%
FHA
31
Flagship Harbor Advisors
Massachusetts
$9.22M +$2.83M +42,558 +38%
IWC
32
Integrated Wealth Concepts
Massachusetts
$9.22M +$158K +2,376 +2%
Truist Financial
33
Truist Financial
North Carolina
$8.28M +$5.68M +85,456 +158%
CA
34
Cresta Advisors
Texas
$7.65M +$8.56M +128,804 New
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.2M +$8.06M +121,239 New
PWM
36
Provident Wealth Management
Tennessee
$7.15M -$4.38M -65,959 -35%
CA
37
Cetera Advisors
Colorado
$6.26M +$1.02M +15,319 +17%
LWP
38
Lumature Wealth Partners
Georgia
$5.63M +$2.05M +30,919 +48%
HighTower Advisors
39
HighTower Advisors
Illinois
$5.6M +$1.86M +27,931 +42%
PP
40
Prudential plc
United Kingdom
$5.54M +$6.2M +93,300 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$5.52M +$2.78M +41,912 +82%
ZIMP
42
Zimmermann Investment Management & Planning
Pennsylvania
$5.4M +$6.05M +91,003 New
MA
43
MONECO Advisors
Connecticut
$5.33M +$1.1M +16,569 +23%
MG
44
Mather Group
Illinois
$4.4M -$1.35M -20,243 -21%
DIA
45
Dana Investment Advisors
Wisconsin
$4.3M +$1.3M +19,502 +37%
AI
46
Atria Investments
North Carolina
$4.21M +$1.65M +24,901 +54%
NA
47
NewEdge Advisors
Louisiana
$4.16M +$25.1K +378 +0.5%
OFS
48
OneAscent Financial Services
Alabama
$4.16M +$4.08M +61,363 +704%
CAN
49
Cetera Advisor Networks
California
$4.09M +$268K +4,040 +6%
MCC
50
Money Concepts Capital
Florida
$3.96M -$43.1K -649 -1%