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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

98 hedge funds and large institutions have $480M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 97 → 98 (+1)

1.5% less ownership

Funds ownership: 64.1% → 62.6% (-1.5%)

10% less capital invested

Capital invested by funds: $532M → $480M (-$52M)

64% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 47

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.06M
3
SG
StoneX Group
New York
+$942K
4
SOS
Silver Oak Securities
Tennessee
+$849K
5
MG
Mather Group
Illinois
+$622K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.5M
2
SPG
Strategic Planning Group
Utah
-$10.6M
3
Bank of America
Bank of America
North Carolina
-$5.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.28M
5
Jane Street
Jane Street
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.56M +$2.66M +40,908 New
AFW
27
Atlantic Family Wealth
Florida
$2.49M +$2.58M +39,806 New
MG
28
Mather Group
Illinois
$2.49M +$622K +9,586 +32%
STA
29
Smith Thornton Advisors
Alabama
$2.49M -$96.2K -1,481 -4%
Truist Financial
30
Truist Financial
North Carolina
$2.41M -$8.18K -126 -0.3%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$2.29M -$145K -2,232 -6%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.83M +$14.2K +218 +0.8%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.79M +$234K +3,606 +14%
PA
34
PFG Advisors
Arizona
$1.51M -$10K -154 -0.6%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.49M +$11.6K +178 +0.8%
UW
36
Unique Wealth
Florida
$1.24M -$427K -6,580 -25%
SFA
37
Salus Financial Advisors
Colorado
$1.23M +$1.27M +19,635 New
KAS
38
Kestra Advisory Services
Texas
$1.14M +$185K +2,850 +19%
SPG
39
Strategic Planning Group
Utah
$1.1M -$10.6M -163,498 -90%
SG
40
StoneX Group
New York
$908K +$942K +14,509 New
SWP
41
Stratos Wealth Partners
Ohio
$856K -$16.8K -258 -2%
AWP
42
Axis Wealth Partners
Rhode Island
$849K +$880K +13,560 New
GVAG
43
Great Valley Advisor Group
Delaware
$773K -$44.3K -682 -5%
GWSG
44
GPS Wealth Strategies Group
Colorado
$715K -$17.6K -271 -2%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$711K -$59.9K -922 -8%
Jane Street
46
Jane Street
New York
$708K -$1.37M -21,155 -65%
Mariner
47
Mariner
Kansas
$608K +$1.56K +24 +0.2%
JWCA
48
J.W. Cole Advisors
Florida
$604K -$28.8K -444 -4%
KPWS
49
Kestra Private Wealth Services
Texas
$536K -$667K -10,270 -55%
FHA
50
Flagship Harbor Advisors
Massachusetts
$529K +$3.31K +51 +0.6%
1
2
3 4 5

CDC Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2024, worth a combined $480M — down 9.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CDC positions and 13 closed out — a net gain of 3 holders — while 17 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.66M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.5M.

  • 98 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $480M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2024, down 9.8% quarter-over-quarter.
  • 16 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.66M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.