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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

104 hedge funds and large institutions have $579M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.49% less ownership

Funds ownership: 70.81%63.32% (-7.5%)

11% less funds holding

Funds holding: 117104 (-13)

20% less capital invested

Capital invested by funds: $725M → $579M (-$147M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

75% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 68

Holders
104
Holders Change
-13
Holders Change %
-11.11%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
17
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$653K -$1.48M -26,181 -70%
JWCA
52
J.W. Cole Advisors
Florida
$588K -$76K -1,344 -12%
TGAM
53
TBH Global Asset Management
Tennessee
$568K
EH
54
Equitable Holdings
New York
$512K +$12K +212 +3%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$503K +$7.24K +128 +2%
FHA
56
Flagship Harbor Advisors
Massachusetts
$494K +$2.54K +45 +0.5%
ACI
57
Alpha Cubed Investments
California
$468K -$461K -8,150 -51%
BW
58
Bison Wealth
Georgia
$440K -$310K -5,481 -43%
PCIA
59
Prime Capital Investment Advisors
Kansas
$427K -$41.3K -730 -9%
AWS
60
Atria Wealth Solutions
New York
$426K -$323K -5,704 -44%
KAS
61
KPP Advisory Services
Kentucky
$413K +$392K +6,929 New
EWA
62
EverSource Wealth Advisors
Alabama
$396K -$223K -3,939 -37%
SPIA
63
Steward Partners Investment Advisory
New York
$384K -$13.2K -233 -3%
CL
64
Choreo LLC
Illinois
$354K +$14.4K +255 +4%
CA
65
Cetera Advisors
Colorado
$349K -$34.3K -606 -9%
GRP
66
Global Retirement Partners
California
$330K -$43.8K -774 -12%
FHC
67
First Heartland Consultants
Missouri
$326K -$1.81K -32 -0.6%
FIA
68
Foundations Investment Advisors
Arizona
$291K -$105K -1,860 -28%
HF
69
HRT Financial
New York
$286K +$272K +4,815 New
KP
70
Keel Point
Alabama
$279K -$6.96K -123 -3%
Comerica Bank
71
Comerica Bank
Texas
$277K -$132K -2,327 -33%
AA
72
Advisory Alpha
Michigan
$274K -$15.7K -277 -6%
DAS
73
Dynamic Advisor Solutions
Arizona
$274K -$1.3K -23 -0.5%
CA
74
CoreCap Advisors
Michigan
$265K +$252K +4,456 New
TSS
75
Two Sigma Securities
New York
$262K +$249K +4,396 New