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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

128 hedge funds and large institutions have $1.2B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

19% more capital invested

Capital invested by funds: $1.01B → $1.2B (+$194M)

14% more funds holding

Funds holding: 112 → 128 (+16)

1.37% less ownership

Funds ownership: 66.03% → 64.66% (-1.4%)

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
2.16%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
24
Increased
69
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$35.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.6M
3
JRFS
James Reed Financial Services
Ohio
+$21M
4
LPL Financial
LPL Financial
California
+$20M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$11.7M
2
MCC
Money Concepts Capital
Florida
-$6.29M
3
GWAG
Garrett Wealth Advisory Group
Texas
-$3.02M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.98M
5
Jane Street
Jane Street
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$1.31M +$1.39M +19,847 New
SPIA
77
Steward Partners Investment Advisory
New York
$1.31M +$154K +2,208 +13%
WIA
78
World Investment Advisors
California
$1.29M -$5.45K -78 -0.4%
SG
79
StoneX Group
New York
$1.29M -$74.1K -1,060 -5%
SWP
80
Stratos Wealth Partners
Ohio
$1.29M -$28.2K -404 -2%
CA
81
CoreCap Advisors
Michigan
$1.28M +$1.36M +19,417 New
FFN
82
Focus Financial Network
Minnesota
$1.18M +$549K +7,856 +79%
AWS
83
Atria Wealth Solutions
New York
$1.09M +$138K +1,970 +14%
PA
84
PFG Advisors
Arizona
$1.01M +$44.7K +639 +4%
DADC
85
D.A. Davidson & Co
Montana
$1.01M -$15.4K -220 -1%
GWSG
86
GPS Wealth Strategies Group
Colorado
$988K +$23.1K +330 +2%
AWM
87
Axxcess Wealth Management
California
$891K – – –
ACM
88
AlphaStar Capital Management
North Carolina
$837K -$40.7K -583 -4%
SS
89
Sunbelt Securities
Texas
$835K +$11.8K +169 +1%
AWM
90
Avior Wealth Management
Nebraska
$830K +$6.99K +100 +0.8%
DAS
91
Dynamic Advisor Solutions
Arizona
$810K -$50.5K -722 -6%
JWCA
92
J.W. Cole Advisors
Florida
$751K +$213K +3,045 +37%
ASN
93
Advisory Services Network
Georgia
$734K +$418K +5,985 +117%
AA
94
Advisory Alpha
Michigan
$727K +$205K +2,930 +36%
SEP
95
Southland Equity Partners
Missouri
$672K +$454K +6,490 +177%
CAN
96
Claraphi Advisory Network
United States
$580K +$206K +2,943 +50%
OFS
97
OneAscent Financial Services
Alabama
$576K +$609K +8,716 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$567K – – –
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$542K -$52.2K -747 -8%
ACI
100
Alpha Cubed Investments
California
$533K +$563K +8,059 New
2 3
4
5 6

CDC Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2022, worth a combined $1.2B — up 19% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CDC positions and 8 closed out — a net gain of 16 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $35.8M. The largest seller was Financial Sense Advisors, exiting entirely with an estimated $11.7M sold.

  • 128 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $1.2B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2022, up 19% quarter-over-quarter.
  • 24 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2022 and 8 closed out, a net change of +16 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2022 was Ameriprise, an estimated $35.8M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2022 was Financial Sense Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2022.