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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
KA
76
Kovack Advisors
Florida
$754K +$262K +3,742 +55%
FFN
77
Focus Financial Network
Minnesota
$718K -$21.7K -310 -3%
PPW
78
Pinnacle Private Wealth
Massachusetts
$662K +$646K +9,215 New
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$643K +$15.7K +224 +3%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$616K – – –
JWCA
81
J.W. Cole Advisors
Florida
$597K +$185K +2,643 +47%
AA
82
Advisory Alpha
Michigan
$580K +$93.4K +1,333 +20%
TFS
83
Thoroughbred Financial Services
Tennessee
$483K +$471K +6,727 New
SI
84
Stephens Inc
Arkansas
$481K +$187K +2,664 +66%
CAN
85
Claraphi Advisory Network
United States
$419K +$409K +5,830 New
IF
86
Integrity Financial
Wyoming
$380K +$264K +3,771 +249%
ASN
87
Advisory Services Network
Georgia
$369K +$360K +5,131 New
Citadel Advisors
88
Citadel Advisors
Florida
$364K +$355K +5,068 New
TF
89
Trek Financial
Arizona
$327K +$40.6K +579 +15%
EH
90
Equitable Holdings
New York
$298K +$68K +970 +31%
KP
91
Keel Point
Alabama
$269K +$263K +3,750 New
SEP
92
Southland Equity Partners
Missouri
$264K +$257K +3,669 New
OPCM
93
Osborne Partners Capital Management
California
$246K -$240K -3,425 -50%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$244K – – –
5L
95
55I LLC
Massachusetts
$244K +$12.2K +174 +5%
IA
96
Inspire Advisors
Idaho
$227K +$221K +3,155 New
NL
97
NWAM LLC
Washington
$218K +$350 +5 +0.2%
AFP
98
Ausdal Financial Partners
Iowa
$213K +$208K +2,961 New
OC
99
Oakworth Capital
Alabama
$144K – – –
CWA
100
Clearview Wealth Advisors
Oregon
$135K +$132K +1,883 New
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.