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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

149 hedge funds and large institutions have $1.31B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

10% more funds holding

Funds holding: 136149 (+13)

4% more capital invested

Capital invested by funds: $1.26B → $1.31B (+$48.7M)

0.99% less ownership

Funds ownership: 67.01%66.02% (-0.99%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
2.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
23
Increased
48
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$10.5M +$1.88M +30,016 +22%
IA
27
IFP Advisors
Florida
$10.3M +$38.7K +619 +0.3%
GWAG
28
Garrett Wealth Advisory Group
Texas
$9.97M -$469K -7,505 -4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$9.9M +$263K +4,203 +3%
MCC
30
Money Concepts Capital
Florida
$9.68M +$5.57M +89,192 +134%
VFPW
31
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.92M +$1.4M +22,447 +19%
PWM
32
Provident Wealth Management
Tennessee
$7.39M -$87.4K -1,398 -1%
FHA
33
Flagship Harbor Advisors
Massachusetts
$6.9M -$2.77M -44,295 -29%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.66M +$897K +14,354 +15%
LWP
35
Lumature Wealth Partners
Georgia
$6.28M +$393K +6,281 +7%
CA
36
Cetera Advisors
Colorado
$6.25M -$293K -4,687 -4%
CA
37
Cresta Advisors
Texas
$6.22M -$1.79M -28,596 -22%
MA
38
MONECO Advisors
Connecticut
$5.89M +$321K +5,131 +6%
AI
39
Atria Investments
North Carolina
$5.73M +$1.33M +21,353 +30%
WWM
40
Western Wealth Management
Colorado
$5.48M -$6.25M -99,976 -53%
CAN
41
Cetera Advisor Networks
California
$4.89M +$614K +9,825 +14%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.68M -$1.18M -18,924 -20%
OFS
43
OneAscent Financial Services
Alabama
$4.6M +$251K +4,019 +6%
MG
44
Mather Group
Illinois
$4.6M -$5.75K -92 -0.1%
OPS
45
Orion Portfolio Solutions
Nebraska
$4.49M +$4.52M +72,366 New
ZIMP
46
Zimmermann Investment Management & Planning
Pennsylvania
$4.46M -$1.2M -19,204 -21%
DIA
47
Dana Investment Advisors
Wisconsin
$4.12M -$375K -5,996 -8%
CA
48
Calton & Associates
Florida
$4.05M -$30.4K -486 -0.7%
FA
49
Fermata Advisors
California
$3.87M -$7.72M -123,466 -66%
GRP
50
Global Retirement Partners
California
$3.57M +$897K +14,358 +33%