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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
NL
76
NWAM LLC
Washington
$211K -$38.8K -577 -16%
OC
77
Oakworth Capital
Alabama
$139K – – –
IF
78
Integrity Financial
Wyoming
$105K +$102K +1,512 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$104K +$101K +1,500 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$91K – – –
NFG
81
Next Financial Group
Texas
$87K -$118K -1,749 -58%
HNB
82
Huntington National Bank
Ohio
$78K – – –
CFA
83
Carroll Financial Associates
North Carolina
$73K – – –
SWM
84
Selective Wealth Management
Virginia
$52K – – –
LFG
85
Larson Financial Group
Missouri
$51K -$538 -8 -1%
BWA
86
BDO Wealth Advisors
Florida
$27K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$25K -$63.4K -943 -73%
BlackRock
88
BlackRock
New York
$24K -$269 -4 -1%
TC
89
TAP Consulting
Missouri
$24K +$22.9K +341 New
CAL
90
Capital Advisors Ltd
Ohio
$11K – – –
SMG
91
Spectrum Management Group
Indiana
$11K +$10.5K +156 New
OA
92
Operose Advisors
Wisconsin
$9K +$9.14K +136 New
FHA
93
First Horizon Advisors
Tennessee
$3K -$538 -8 -14%
FHC
94
First Heartland Consultants
Missouri
$891 +$387K +5,761 +82%
Citadel Advisors
95
Citadel Advisors
Florida
– -$1.24M -19,210 Closed
FTUS
96
Flow Traders U.S.
New York
– -$786K -12,208 Closed
AP
97
Advisors Preferred
Maryland
– -$315K -4,855 Closed
KP
98
Keel Point
Alabama
– -$257K -3,998 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
– -$31K -478 Closed
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.