We are live on ! Find out more
CDC icon

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

71 hedge funds and large institutions have $380M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $345M → $380M (+$35.7M)

6% more funds holding

Funds holding: 6771 (+4)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 59.01%58.3% (-0.71%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
28
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$366K -$45.3K -885 -12%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$47.9K +936 +17%
KA
53
Kovack Advisors
Florida
$286K +$13.9K +271 +5%
EP
54
Eudaimonia Partners
Tennessee
$273K +$126K +2,458 +94%
AAS
55
Avantax Advisory Services
Texas
$272K
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$265K -$176K -3,443 -41%
CWM
57
Cornerstone Wealth Management
Missouri
$230K -$90.7K -1,773 -29%
PA
58
PFG Advisors
Arizona
$203K +$193K +3,777 New
NFG
59
Next Financial Group
Texas
$161K
CA
60
Clearstead Advisors
Ohio
$137K +$1.28K +25 +1%
MCC
61
Money Concepts Capital
Florida
$126K +$119K +2,333 New
OC
62
Oakworth Capital
Alabama
$108K
CFA
63
Carroll Financial Associates
North Carolina
$57K
S
64
SignatureFD
Georgia
$52K
TRCT
65
Tower Research Capital (TRC)
New York
$31K -$790K -15,443 -96%
GI
66
Gradient Investments
Minnesota
$28K
LFG
67
Larson Financial Group
Missouri
$21K +$8.64K +169 +74%
BW
68
Bison Wealth
Georgia
$16K
BlackRock
69
BlackRock
New York
$4K -$205 -4 -5%
US Bancorp
70
US Bancorp
Minnesota
$2K
HighTower Advisors
71
HighTower Advisors
Illinois
-$1.27M -26,826 Closed
Creative Planning
72
Creative Planning
Kansas
-$254K -5,353 Closed
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
-$9K -200 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
+$51 +1 New