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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

112 hedge funds and large institutions have $1.01B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

362% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

61% more capital invested

Capital invested by funds: $624M → $1.01B (+$381M)

20% more funds holding

Funds holding: 93 → 112 (+19)

9% more ownership

Funds ownership: 57.04% → 66.03% (+9%)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.77%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
28
Increased
60
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$21.2M
3
AAS
Avantax Advisory Services
Texas
+$19.8M
4
UBS Group
UBS Group
Switzerland
+$18.5M
5
LPL Financial
LPL Financial
California
+$12.6M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$6.57M
2
GWAG
Garrett Wealth Advisory Group
Texas
-$2.56M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$1.38M
4
IAIM
International Assets Investment Management
Florida
-$268K
5
OPCM
Osborne Partners Capital Management
California
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Accel Wealth Management
Iowa
$130K +$126K +1,800 New
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$108K – – –
HNB
103
Huntington National Bank
Ohio
$81K – – –
BWA
104
BDO Wealth Advisors
Florida
$27K – – –
BlackRock
105
BlackRock
New York
$22K -$2.87K -41 -12%
ZIG
106
Zullo Investment Group
Pennsylvania
$22K +$21K +300 New
LFG
107
Larson Financial Group
Missouri
$17K -$35K -500 -68%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$14K -$78.1K -1,115 -86%
CAL
109
Capital Advisors Ltd
Ohio
$12K – – –
SMG
110
Spectrum Management Group
Indiana
$11K +$70 +1 +0.6%
RCM
111
Raleigh Capital Management
North Carolina
$11K +$11K +157 New
OA
112
Operose Advisors
Wisconsin
$10K – – –
FHA
113
First Horizon Advisors
Tennessee
$4K +$420 +6 +12%
MA
114
Mutual Advisors
Nebraska
– -$6.57M -94,323 Closed
RWA
115
Redhawk Wealth Advisors
Minnesota
– -$1.38M -19,879 Closed
IAIM
116
International Assets Investment Management
Florida
– -$268K -4,088 Closed
SWM
117
Selective Wealth Management
Virginia
– -$52K -740 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– -$25K -353 Closed
TC
119
TAP Consulting
Missouri
– -$24K -341 Closed
1 2 3 4
5

CDC Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2022, worth a combined $1.01B — up 61% from $624M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CDC positions and 6 closed out — a net gain of 22 holders — while 60 added to existing stakes and 13 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $102M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.57M sold.

  • 112 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2022, up from 93 in Q4 2021.
  • Funds reported $1.01B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2022, up 61% quarter-over-quarter.
  • 28 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2022 and 6 closed out, a net change of +22 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $102M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2022 was Mutual Advisors, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2022.