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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

97 hedge funds and large institutions have $532M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9997 (-2)

6.7% less ownership

Funds ownership: 70.81%64.1% (-6.7%)

7% less capital invested

Capital invested by funds: $574M → $532M (-$42.4M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

47% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 47

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
25
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KP
76
Keel Point
Alabama
$201K +$191K +3,091 New
TRCT
77
Tower Research Capital (TRC)
New York
$184K -$146K -2,349 -45%
PTC
78
Private Trust Company
Ohio
$143K -$29.3K -473 -18%
NP
79
NorthRock Partners
Minnesota
$131K
ACA
80
Aptus Capital Advisors
Alabama
$75.6K -$8.92K -144 -11%
HNB
81
Huntington National Bank
Ohio
$73.2K
DFA
82
DHJJ Financial Advisors
Illinois
$58.6K
AWM
83
Avior Wealth Management
Nebraska
$55.2K
SWM
84
Sanctuary Wealth Management
Idaho
$46.6K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$28.9K +$1.49K +24 +6%
FFA
86
Farther Finance Advisors
California
$26.8K +$9.73K +157 +61%
NS
87
NBC Securities
Alabama
$25K -$4.65K -75 -16%
SS
88
Sunbelt Securities
Texas
$20.3K -$32.6K -526 -63%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$19.5K
PCFFS
90
Pacific Center for Financial Services
California
$14.7K
NFSG
91
Newbridge Financial Services Group
Florida
$13K
CAL
92
Capital Advisors Ltd
Ohio
$11K
OA
93
Operose Advisors
Wisconsin
$8.84K
LFG
94
Larson Financial Group
Missouri
$4.48K -$3.04K -49 -42%
IAIM
95
International Assets Investment Management
Florida
$2.33K +$9.31M +150,223 +19,740%
KHC
96
Koesten Hirschmann & Crabtree
Kansas
$1.56K +$1.49K +24 New
EA
97
Evolution Advisers
Virginia
$1K
HI
98
Harbour Investments
Wisconsin
$715
JP Morgan Chase
99
JP Morgan Chase
New York
$8 -$32.1K -518 Closed
EAM
100
Empirical Asset Management
Massachusetts
-$876K -14,964 Closed