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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

112 hedge funds and large institutions have $1.01B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

362% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

61% more capital invested

Capital invested by funds: $624M → $1.01B (+$381M)

20% more funds holding

Funds holding: 93 → 112 (+19)

9% more ownership

Funds ownership: 57.04% → 66.03% (+9%)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.77%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
28
Increased
60
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$21.2M
3
AAS
Avantax Advisory Services
Texas
+$19.8M
4
UBS Group
UBS Group
Switzerland
+$18.5M
5
LPL Financial
LPL Financial
California
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
-$6.57M
2
GWAG
Garrett Wealth Advisory Group
Texas
-$2.56M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$1.38M
4
IAIM
International Assets Investment Management
Florida
-$268K
5
OPCM
Osborne Partners Capital Management
California
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
51
Mather Group
Illinois
$1.93M +$1.67M +23,852 +779%
KAS
52
Kestra Advisory Services
Texas
$1.9M +$51.1K +729 +3%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.86M +$323K +4,607 +22%
CWP
54
Corepath Wealth Partners
Arizona
$1.71M +$6.59K +94 +0.4%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.56M +$743K +10,603 +96%
BPA
56
Beacon Pointe Advisors
California
$1.54M +$1.5M +21,463 New
SG
57
StoneX Group
New York
$1.48M +$29K +414 +2%
CA
58
Claro Advisors
Massachusetts
$1.46M – – –
SWP
59
Stratos Wealth Partners
Ohio
$1.43M -$3.29K -47 -0.2%
WIA
60
World Investment Advisors
California
$1.39M +$3.29K +47 +0.2%
CA
61
Calton & Associates
Florida
$1.31M -$2.38K -34 -0.2%
SPIA
62
Steward Partners Investment Advisory
New York
$1.26M -$74.8K -1,067 -6%
DADC
63
D.A. Davidson & Co
Montana
$1.12M +$1.09M +15,530 New
PA
64
PFG Advisors
Arizona
$1.06M +$200K +2,853 +24%
GWSG
65
GPS Wealth Strategies Group
Colorado
$1.05M +$159K +2,272 +18%
AWS
66
Atria Wealth Solutions
New York
$1.04M +$1.02M +14,530 New
DIA
67
Dana Investment Advisors
Wisconsin
$1M +$979K +13,968 New
AWM
68
Axxcess Wealth Management
California
$969K – – –
ACM
69
AlphaStar Capital Management
North Carolina
$951K -$82.1K -1,171 -8%
DAS
70
Dynamic Advisor Solutions
Arizona
$932K +$32.6K +465 +4%
SS
71
Sunbelt Securities
Texas
$904K +$43.4K +619 +5%
PWM
72
Perigon Wealth Management
California
$904K +$331K +4,724 +60%
AWM
73
Avior Wealth Management
Nebraska
$895K -$7.01K -100 -0.8%
HH
74
Hilltop Holdings
Texas
$835K +$814K +11,618 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$768K +$308K +4,393 +70%
1 2
3
4 5

CDC Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2022, worth a combined $1.01B — up 61% from $624M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CDC positions and 6 closed out — a net gain of 22 holders — while 60 added to existing stakes and 13 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $102M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.57M sold.

  • 112 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2022, up from 93 in Q4 2021.
  • Funds reported $1.01B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2022, up 61% quarter-over-quarter.
  • 28 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2022 and 6 closed out, a net change of +22 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $102M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2022 was Mutual Advisors, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2022.