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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

111 hedge funds and large institutions have $758M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 66.44%58.33% (-8.1%)

15% less funds holding

Funds holding: 131111 (-20)

29% less capital invested

Capital invested by funds: $1.06B → $758M (-$304M)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

70% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 74

76% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 25

Holders
111
Holders Change
-20
Holders Change %
-15.27%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
6
Increased
22
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
Bison Wealth
Georgia
$1.19M -$1.53M -26,939 -56%
DADC
52
D.A. Davidson & Co
Montana
$1.19M -$78.5K -1,380 -6%
EWA
53
EverSource Wealth Advisors
Alabama
$1.09M -$591K -10,394 -35%
KAS
54
Kestra Advisory Services
Texas
$1.07M -$477K -8,380 -30%
ACI
55
Alpha Cubed Investments
California
$912K
GVAG
56
Great Valley Advisor Group
Delaware
$895K -$20K -352 -2%
SWP
57
Stratos Wealth Partners
Ohio
$846K -$38.8K -683 -4%
EAM
58
Empirical Asset Management
Massachusetts
$837K -$477K -8,385 -36%
GWSG
59
GPS Wealth Strategies Group
Colorado
$773K -$1.08K -19 -0.1%
AWM
60
Axxcess Wealth Management
California
$753K
MML Investors Services
61
MML Investors Services
Massachusetts
$707K -$1.2M -21,092 -62%
HWP
62
Highline Wealth Partners
California
$667K -$1.07M -18,879 -61%
JWCA
63
J.W. Cole Advisors
Florida
$639K -$43.7K -769 -6%
CA
64
Claro Advisors
Massachusetts
$610K -$395K -6,948 -39%
SS
65
Sunbelt Securities
Texas
$597K -$65.7K -1,155 -10%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$564K -$110M -1,939,053 -99%
FIA
67
Foundations Investment Advisors
Arizona
$555K -$5.75M -101,095 -91%
SWM
68
SeaCrest Wealth Management
New York
$554K +$10.9K +192 +2%
CA
69
Cetera Advisors
Colorado
$550K -$1.04M -18,212 -65%
TGAM
70
TBH Global Asset Management
Tennessee
$533K
FHA
71
Flagship Harbor Advisors
Massachusetts
$526K -$143K -2,521 -21%
AWS
72
Atria Wealth Solutions
New York
$523K -$112K -1,970 -17%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$496K +$17.1K +300 +3%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$489K +$11K +194 +2%
DIA
75
Dana Investment Advisors
Wisconsin
$423K -$49.1K -864 -10%