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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

98 hedge funds and large institutions have $480M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 97 → 98 (+1)

1.5% less ownership

Funds ownership: 64.1% → 62.6% (-1.5%)

10% less capital invested

Capital invested by funds: $532M → $480M (-$52M)

64% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 47

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.06M
3
SG
StoneX Group
New York
+$942K
4
SOS
Silver Oak Securities
Tennessee
+$849K
5
MG
Mather Group
Illinois
+$622K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.5M
2
SPG
Strategic Planning Group
Utah
-$10.6M
3
Bank of America
Bank of America
North Carolina
-$5.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.28M
5
Jane Street
Jane Street
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$149K -$29K -447 -16%
GWM
77
Geneos Wealth Management
Colorado
$147K +$153K +2,353 New
PTC
78
Private Trust Company
Ohio
$138K – – –
NP
79
NorthRock Partners
Minnesota
$127K – – –
JP Morgan Chase
80
JP Morgan Chase
New York
$91.7K +$95.1K +1,465 New
HNB
81
Huntington National Bank
Ohio
$70.5K – – –
ACA
82
Aptus Capital Advisors
Alabama
$67.1K -$5.84K -90 -8%
NWMP
83
Noble Wealth Management PBC
Colorado
$63.6K +$66K +1,017 New
DFA
84
DHJJ Financial Advisors
Illinois
$56.4K – – –
AWM
85
Avior Wealth Management
Nebraska
$53.2K – – –
SWM
86
Sanctuary Wealth Management
Idaho
$44.9K – – –
CA
87
Crewe Advisors
Utah
$29.7K +$30.8K +474 New
FFA
88
Farther Finance Advisors
California
$25.8K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$23.8K -$4.22K -65 -15%
SS
90
Sunbelt Securities
Texas
$19.5K – – –
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$18.7K – – –
LFG
92
Larson Financial Group
Missouri
$16.8K +$13K +200 +290%
PCFFS
93
Pacific Center for Financial Services
California
$14.2K – – –
NFSG
94
Newbridge Financial Services Group
Florida
$12.5K – – –
CAL
95
Capital Advisors Ltd
Ohio
$10K – – –
OA
96
Operose Advisors
Wisconsin
$8.51K – – –
PSFG
97
Park Square Financial Group
Georgia
$2.13K +$2.21K +34 New
KHC
98
Koesten Hirschmann & Crabtree
Kansas
$1.5K – – –
HI
99
Harbour Investments
Wisconsin
$688 – – –
IAIM
100
International Assets Investment Management
Florida
– -$2.33K -150,984 Closed
1 2 3
4
5

CDC Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2024, worth a combined $480M — down 9.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CDC positions and 13 closed out — a net gain of 3 holders — while 17 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.66M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.5M.

  • 98 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $480M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2024, down 9.8% quarter-over-quarter.
  • 16 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.66M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.