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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

97 hedge funds and large institutions have $499M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more capital invested

Capital invested by funds: $487M → $499M (+$11.3M)

0.54% more ownership

Funds ownership: 66.49%67.03% (+0.54%)

0% more funds holding

Funds holding: 9797 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 52

Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
52
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Caprock Group
Idaho
$2.88M +$2.85M +43,443 New
P
27
&Partners
Tennessee
$2.82M -$94.8K -1,447 -3%
Truist Financial
28
Truist Financial
North Carolina
$2.55M +$14.6K +223 +0.6%
MG
29
Mather Group
Illinois
$2.5M -$18.7K -285 -0.8%
Stifel Financial
30
Stifel Financial
Missouri
$2.37M -$2.43M -37,150 -51%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$2.21M -$56.1K -856 -3%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.06M -$92.6K -1,414 -4%
PA
33
PFG Advisors
Arizona
$1.89M +$46K +702 +3%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$1.64M +$885K +13,513 +122%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.33M -$132K -2,015 -9%
KAS
36
KPP Advisory Services
Kentucky
$1.26M -$418K -6,374 -25%
SFA
37
Salus Financial Advisors
Colorado
$1.2M
JWCA
38
J.W. Cole Advisors
Florida
$1.16M -$221K -3,377 -16%
KAS
39
Kestra Advisory Services
Texas
$1.09M -$134K -2,047 -11%
SWP
40
Stratos Wealth Partners
Ohio
$926K +$164K +2,506 +22%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$867K -$963K -14,695 -53%
SG
42
StoneX Group
New York
$830K -$8.58K -131 -1%
GWSG
43
GPS Wealth Strategies Group
Colorado
$785K -$10K -153 -1%
AWP
44
Axis Wealth Partners
Rhode Island
$783K -$86.8K -1,325 -10%
HF
45
HRT Financial
New York
$682K +$312K +4,765 +87%
Creative Planning
46
Creative Planning
Kansas
$662K +$650K +9,923 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$577K +$4.65K +71 +0.8%
STA
48
Smith Thornton Advisors
Alabama
$566K -$66 -1 -0%
KPWS
49
Kestra Private Wealth Services
Texas
$551K -$57.1K -872 -10%
GVAG
50
Great Valley Advisor Group
Delaware
$543K -$106K -1,615 -17%

CDC Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2025, worth a combined $499M — up 2.3% from $487M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CDC positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 52 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.19M. The largest seller was Stifel Financial, cutting an estimated $2.43M.

  • 97 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $499M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2025 and 7 closed out, a net change of +2 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $3.19M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2025 was Stifel Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2025.