We are live on ! Find out more
CDC icon

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

139 hedge funds and large institutions have $1.22B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 66.02%66.01% (-0.01%)

7% less capital invested

Capital invested by funds: $1.31B → $1.22B (-$87.8M)

7% less funds holding

Funds holding: 149139 (-10)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
2.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
16
Increased
47
Reduced
62
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
76
Empirical Asset Management
Massachusetts
$1.34M +$1.39M +22,165 New
AWS
77
Atria Wealth Solutions
New York
$1.33M +$134K +2,149 +11%
VNB
78
Virginia National Bank
Virginia
$1.31M +$18K +288 +1%
PA
79
PFG Advisors
Arizona
$1.3M +$53.5K +856 +4%
CA
80
Calton & Associates
Florida
$1.25M -$2.79M -44,561 -68%
CA
81
Claro Advisors
Massachusetts
$1.15M -$504K -8,062 -30%
DIA
82
Dana Investment Advisors
Wisconsin
$1.08M -$3.04M -48,568 -73%
ACI
83
Alpha Cubed Investments
California
$1,000K +$144K +2,295 +16%
ZIMP
84
Zimmermann Investment Management & Planning
Pennsylvania
$918K -$3.54M -56,650 -79%
KA
85
Kovack Advisors
Florida
$896K -$144K -2,298 -13%
SWP
86
Stratos Wealth Partners
Ohio
$855K -$189K -3,019 -18%
GWSG
87
GPS Wealth Strategies Group
Colorado
$848K -$14.8K -237 -2%
AWM
88
Axxcess Wealth Management
California
$817K
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$808K -$1.29M -20,652 -61%
SS
90
Sunbelt Securities
Texas
$764K -$13.3K -212 -2%
AWM
91
Avior Wealth Management
Nebraska
$744K -$18.8K -300 -2%
JWCA
92
J.W. Cole Advisors
Florida
$728K -$144K -2,298 -16%
DAS
93
Dynamic Advisor Solutions
Arizona
$710K +$11.3K +180 +2%
AA
94
Advisory Alpha
Michigan
$653K +$49.7K +794 +8%
SWM
95
SeaCrest Wealth Management
New York
$601K +$54.3K +868 +10%
TGAM
96
TBH Global Asset Management
Tennessee
$578K +$597K +9,537 New
BPA
97
Beacon Pointe Advisors
California
$565K -$291K -4,650 -33%
MGIA
98
Moneta Group Investment Advisors
Missouri
$530K -$592K -9,463 -52%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$520K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$498K +$33.9K +542 +7%