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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

99 hedge funds and large institutions have $574M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.49% more ownership

Funds ownership: 63.32% → 70.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $579M → $574M (-$4.39M)

5% less funds holding

Funds holding: 104 → 99 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 51

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
18
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.6M
2
Wells Fargo
Wells Fargo
California
+$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.52M
4
SPG
Strategic Planning Group
Utah
+$504K
5
P
&Partners
Tennessee
+$378K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$20.5M
2
AAS
Avantax Advisory Services
Texas
-$8.46M
3
UBS Group
UBS Group
Switzerland
-$7.3M
4
Morgan Stanley
Morgan Stanley
New York
-$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$489K +$2.88K +49 +0.6%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$478K -$16.1K -275 -3%
ACI
53
Alpha Cubed Investments
California
$460K – – –
BW
54
Bison Wealth
Georgia
$440K – – –
KAS
55
KPP Advisory Services
Kentucky
$391K -$14.9K -254 -4%
P
56
&Partners
Tennessee
$377K +$378K +6,440 New
RAS
57
RPS Advisory Solutions
Kentucky
$368K +$369K +6,280 New
CA
58
CoreCap Advisors
Michigan
$356K +$95.4K +1,626 +36%
AWS
59
Atria Wealth Solutions
New York
$341K -$78.2K -1,332 -19%
SPIA
60
Steward Partners Investment Advisory
New York
$335K -$42.1K -717 -11%
KWM
61
Kingsview Wealth Management
Oregon
$323K +$323K +5,510 New
AI
62
Atria Investments
North Carolina
$321K +$322K +5,481 New
CL
63
Choreo LLC
Illinois
$320K -$26.5K -451 -8%
GRP
64
Global Retirement Partners
California
$317K -$8.04K -137 -2%
PCIA
65
Prime Capital Investment Advisors
Kansas
$308K -$113K -1,918 -27%
TRCT
66
Tower Research Capital (TRC)
New York
$303K +$96.5K +1,644 +47%
AA
67
Advisory Alpha
Michigan
$265K -$5.4K -92 -2%
AF
68
Allworth Financial
California
$261K +$253K +4,303 New
CA
69
Claro Advisors
Massachusetts
$252K +$1.53K +26 +0.6%
DAS
70
Dynamic Advisor Solutions
Arizona
$239K -$30.8K -524 -11%
IA
71
IFP Advisors
Florida
$235K – – –
IF
72
Integrity Financial
Wyoming
$222K +$2K +34 +0.9%
Comerica Bank
73
Comerica Bank
Texas
$209K -$63.4K -1,080 -23%
FIA
74
Foundations Investment Advisors
Arizona
$203K -$83.5K -1,422 -29%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$193K +$189K +3,214 +6,696%
1 2
3
4 5

CDC Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2024, worth a combined $574M — down 0.76% from $579M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CDC and 9 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 18 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $69.6M. The largest seller was Ameriprise, cutting an estimated $20.5M.

  • 99 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2024, down from 104 in Q1 2024.
  • Funds reported $574M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2024, down 0.76% quarter-over-quarter.
  • 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $69.6M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2024 was Ameriprise, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2024.