VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
131 hedge funds and large institutions have $1.06B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 75 reducing their positions, and 23 closing their positions.
0.44% more ownership
Funds ownership: 66.01% → 66.44% (+0.44%)
6% less funds holding
Funds holding: 139 → 131 (-8)
13% less capital invested
Capital invested by funds: $1.22B → $1.06B (-$162M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
63% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 75
Top Buyers
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$32.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.69M |
| 3 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
+$4.5M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.83M |
| 5 |
Jane Street
New York
|
+$1.78M |
Top Sellers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$33.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$14.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.6M |
| 5 |
Morgan Stanley
New York
|
-$10.2M |
CDC Hedge Fund Activity: Q2 2023 in Review
131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2023, worth a combined $1.06B — down 13% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of CDC and 15 opened new positions — a net loss of 8 holders — while 75 trimmed existing stakes and 28 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $32.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.7M.
- 131 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2023, down from 139 in Q1 2023.
- Funds reported $1.06B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2023, down 13% quarter-over-quarter.
- 15 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2023 and 23 closed out, a net change of -8 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $32.9M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $33.7M sold.
Based on aggregated 13F filings for Q2 2023.