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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

93 hedge funds and large institutions have $624M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more capital invested

Capital invested by funds: $504M → $624M (+$120M)

16% more funds holding

Funds holding: 80 → 93 (+13)

3.42% more ownership

Funds ownership: 53.62% → 57.04% (+3.4%)

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
44
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.69M
3
MA
Mutual Advisors
Nebraska
+$6.34M
4
LPL Financial
LPL Financial
California
+$5.36M
5
PAG
Private Advisor Group
New Jersey
+$4.37M

Top Sellers

1
GWAG
Garrett Wealth Advisory Group
Texas
-$4.76M
2
Wells Fargo
Wells Fargo
California
-$1.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.24M
4
HI
Harbour Investments
Wisconsin
-$983K
5
FTUS
Flow Traders U.S.
New York
-$786K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$988K +$538K +8,000 +129%
AWM
52
Axxcess Wealth Management
California
$939K +$906K +13,485 New
AWM
53
Avior Wealth Management
Nebraska
$874K +$844K +12,565 New
DAS
54
Dynamic Advisor Solutions
Arizona
$870K +$29.4K +437 +4%
GWSG
55
GPS Wealth Strategies Group
Colorado
$859K +$38.8K +578 +5%
SS
56
Sunbelt Securities
Texas
$837K +$7.73K +115 +1%
PA
57
PFG Advisors
Arizona
$826K +$157K +2,342 +25%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$771K -$14.9K -222 -2%
FFN
59
Focus Financial Network
Minnesota
$717K -$4.03K -60 -0.6%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$607K +$52.2K +777 +10%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$597K +$64.1K +954 +13%
PWM
62
Perigon Wealth Management
California
$547K +$528K +7,862 New
OPCM
63
Osborne Partners Capital Management
California
$477K +$461K +6,854 New
SMC
64
Smith, Moore & Co
Missouri
$476K +$1.07K +16 +0.2%
KA
65
Kovack Advisors
Florida
$471K +$88.2K +1,312 +24%
AA
66
Advisory Alpha
Michigan
$469K +$453K +6,735 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$438K +$149K +2,223 +55%
JWCA
68
J.W. Cole Advisors
Florida
$394K -$316K -4,695 -45%
SI
69
Stephens Inc
Arkansas
$281K -$6.72K -100 -2%
TF
70
Trek Financial
Arizona
$276K +$267K +3,970 New
IAIM
71
International Assets Investment Management
Florida
$268K +$275K +4,088 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$236K +$228K +3,392 New
5L
73
55I LLC
Massachusetts
$225K -$27.7K -412 -11%
EH
74
Equitable Holdings
New York
$221K +$213K +3,172 New
MG
75
Mather Group
Illinois
$213K +$206K +3,062 New
1 2
3
4

CDC Hedge Fund Activity: Q4 2021 in Review

93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2021, worth a combined $624M — up 24% from $504M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CDC positions and 5 closed out — a net gain of 15 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $11.4M. The largest seller was Garrett Wealth Advisory Group, cutting an estimated $4.76M.

  • 93 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $624M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 20 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2021 and 5 closed out, a net change of +15 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2021 was Ameriprise, an estimated $11.4M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2021 was Garrett Wealth Advisory Group, an estimated $4.76M sold.

Based on aggregated 13F filings for Q4 2021.