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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
PTC
76
Private Trust Company
Ohio
$157K – – –
HFA
77
Hershey Financial Advisers
Pennsylvania
$148K +$149K +2,533 New
NP
78
NorthRock Partners
Minnesota
$118K – – –
ACA
79
Aptus Capital Advisors
Alabama
$76.5K -$39.1K -666 -34%
HNB
80
Huntington National Bank
Ohio
$65.9K – – –
DFA
81
DHJJ Financial Advisors
Illinois
$52.8K – – –
AWM
82
Avior Wealth Management
Nebraska
$49.8K – – –
SS
83
Sunbelt Securities
Texas
$49.1K -$105K -1,785 -68%
EWA
84
EverSource Wealth Advisors
Alabama
$47.1K -$357K -6,085 -89%
IAIM
85
International Assets Investment Management
Florida
$44.6K +$44.7K +761 New
SWM
86
Sanctuary Wealth Management
Idaho
$42K – – –
JP Morgan Chase
87
JP Morgan Chase
New York
$30.3K -$41K -699 -57%
NS
88
NBC Securities
Alabama
$27K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$24.7K +$470 +8 +2%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$17.5K – – –
FFA
91
Farther Finance Advisors
California
$14.9K +$15K +256 New
PCFFS
92
Pacific Center for Financial Services
California
$13.3K – – –
NFSG
93
Newbridge Financial Services Group
Florida
$11.7K – – –
CAL
94
Capital Advisors Ltd
Ohio
$9K – – –
OA
95
Operose Advisors
Wisconsin
$7.96K – – –
LFG
96
Larson Financial Group
Missouri
$6.91K – – –
EA
97
Evolution Advisers
Virginia
$1K – – –
HI
98
Harbour Investments
Wisconsin
$644 – – –
FHC
99
First Heartland Consultants
Missouri
$321 – – –
HWP
100
Highline Wealth Partners
California
$69 -$470 -8 -89%
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.