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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

99 hedge funds and large institutions have $574M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.49% more ownership

Funds ownership: 63.32% → 70.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $579M → $574M (-$4.39M)

5% less funds holding

Funds holding: 104 → 99 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 51

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
18
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.6M
2
Wells Fargo
Wells Fargo
California
+$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.52M
4
SPG
Strategic Planning Group
Utah
+$504K
5
P
&Partners
Tennessee
+$378K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$20.5M
2
AAS
Avantax Advisory Services
Texas
-$8.46M
3
UBS Group
UBS Group
Switzerland
-$7.3M
4
Morgan Stanley
Morgan Stanley
New York
-$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.03M -$222K -3,787 -7%
UW
27
Unique Wealth
Florida
$2.65M -$326K -5,554 -11%
CG
28
Caprock Group
Idaho
$2.51M – – –
STA
29
Smith Thornton Advisors
Alabama
$2.45M +$2.46M +41,831 New
Truist Financial
30
Truist Financial
North Carolina
$2.29M -$74.1K -1,263 -3%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.82M -$260K -4,422 -12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.75M +$1.52M +25,965 +673%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.37M -$19.4K -330 -1%
PA
34
PFG Advisors
Arizona
$1.34M -$181K -3,091 -12%
KPWS
35
Kestra Private Wealth Services
Texas
$1.23M -$666K -11,350 -35%
CA
36
Calton & Associates
Florida
$1.06M -$108K -1,840 -9%
KAS
37
Kestra Advisory Services
Texas
$1.03M +$83.2K +1,417 +9%
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$986K -$68.9K -1,174 -7%
EAM
39
Empirical Asset Management
Massachusetts
$876K +$9.22K +157 +1%
MA
40
MONECO Advisors
Connecticut
$802K -$30.8K -525 -4%
AWM
41
Axxcess Wealth Management
California
$790K – – –
RCM
42
Ridgepath Capital Management
Tennessee
$790K – – –
GVAG
43
Great Valley Advisor Group
Delaware
$773K -$51.8K -882 -6%
EH
44
Equitable Holdings
New York
$749K +$245K +4,174 +48%
Jane Street
45
Jane Street
New York
$694K -$272K -4,632 -28%
GWSG
46
GPS Wealth Strategies Group
Colorado
$687K -$118K -2,015 -15%
SWP
47
Stratos Wealth Partners
Ohio
$661K -$10.2K -173 -2%
HH
48
Hilltop Holdings
Texas
$593K -$754K -12,843 -56%
JWCA
49
J.W. Cole Advisors
Florida
$590K +$11.9K +202 +2%
Mariner
50
Mariner
Kansas
$559K -$99.8K -1,700 -15%
1
2
3 4 5

CDC Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2024, worth a combined $574M — down 0.76% from $579M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CDC and 9 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 18 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $69.6M. The largest seller was Ameriprise, cutting an estimated $20.5M.

  • 99 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2024, down from 104 in Q1 2024.
  • Funds reported $574M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2024, down 0.76% quarter-over-quarter.
  • 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $69.6M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2024 was Ameriprise, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2024.