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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

61 hedge funds and large institutions have $400M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 56.22%57.43% (+1.2%)

4% more capital invested

Capital invested by funds: $383M → $400M (+$16.6M)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

8% less funds holding

Funds holding: 6661 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
6
Increased
23
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$122K +2,577 +106%
SI
52
Stephens Inc
Arkansas
$238K
S
53
SignatureFD
Georgia
$202K +$128K +2,696 +190%
CFA
54
Carroll Financial Associates
North Carolina
$198K +$1.47K +31 +0.8%
NFG
55
Next Financial Group
Texas
$147K -$47.4K -1,000 -25%
EP
56
Eudaimonia Partners
Tennessee
$146K +$141K +2,981 New
OC
57
Oakworth Capital
Alabama
$97K
GI
58
Gradient Investments
Minnesota
$39K +$28.4K +600 +300%
BW
59
Bison Wealth
Georgia
$29K +$28.4K +600 New
CWM
60
Cedar Wealth Management
California
$21K +$20.1K +425 New
BlackRock
61
BlackRock
New York
$3K -$711 -15 -18%
SVWAG
62
Sound View Wealth Advisors Group
Georgia
-$648K -13,937 Closed
MML Investors Services
63
MML Investors Services
Massachusetts
-$470K -10,109 Closed
MIAN
64
Mariner Independent Advisor Network
Kansas
-$459K -10,029 Closed
Comerica Bank
65
Comerica Bank
Texas
-$366K -7,816 Closed
WCM
66
Whitener Capital Management
North Carolina
-$136K -2,924 Closed
GSWM
67
Golden State Wealth Management
California
-$42K -903 Closed
CFD
68
Creative Financial Designs
Indiana
-$11K -252 Closed
IFAM
69
Institutional & Family Asset Management
Colorado
-$5K -101 Closed