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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

128 hedge funds and large institutions have $1.2B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

19% more capital invested

Capital invested by funds: $1.01B → $1.2B (+$194M)

14% more funds holding

Funds holding: 112 → 128 (+16)

1.37% less ownership

Funds ownership: 66.03% → 64.66% (-1.4%)

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
2.16%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
24
Increased
69
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$35.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.6M
3
JRFS
James Reed Financial Services
Ohio
+$21M
4
LPL Financial
LPL Financial
California
+$20M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$11.7M
2
MCC
Money Concepts Capital
Florida
-$6.29M
3
GWAG
Garrett Wealth Advisory Group
Texas
-$3.02M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.98M
5
Jane Street
Jane Street
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
101
Private Trust Company
Ohio
$459K +$485K +6,939 New
SI
102
Stephens Inc
Arkansas
$439K -$4.12K -59 -0.9%
HWM
103
Horizons Wealth Management
North Carolina
$397K +$397K +5,685 New
IF
104
Integrity Financial
Wyoming
$361K +$12.2K +175 +3%
TF
105
Trek Financial
Arizona
$284K -$17.5K -251 -6%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$245K +$22K +315 +9%
OPCM
107
Osborne Partners Capital Management
California
$227K – – –
IA
108
Inspire Advisors
Idaho
$209K +$769 +11 +0.3%
Creative Planning
109
Creative Planning
Kansas
$208K +$219K +3,140 New
NL
110
NWAM LLC
Washington
$204K +$489 +7 +0.2%
AWM
111
Accel Wealth Management
Iowa
$133K +$13.3K +190 +11%
OC
112
Oakworth Capital
Alabama
$132K – – –
CWA
113
Clearview Wealth Advisors
Oregon
$124K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$99K – – –
HNB
115
Huntington National Bank
Ohio
$78K – – –
GI
116
Gradient Investments
Minnesota
$73K +$77.4K +1,108 New
BWA
117
BDO Wealth Advisors
Florida
$25K – – –
Citigroup
118
Citigroup
New York
$23K +$24.2K +346 New
BlackRock
119
BlackRock
New York
$20K – – –
ZIG
120
Zullo Investment Group
Pennsylvania
$20K – – –
LFG
121
Larson Financial Group
Missouri
$16K – – –
LF
122
Lee Financial
Texas
$13K +$14K +201 New
CAL
123
Capital Advisors Ltd
Ohio
$11K – – –
OA
124
Operose Advisors
Wisconsin
$9K – – –
FHA
125
First Horizon Advisors
Tennessee
$8K +$4.96K +71 +125%
2 3 4
5
6

CDC Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2022, worth a combined $1.2B — up 19% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CDC positions and 8 closed out — a net gain of 16 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $35.8M. The largest seller was Financial Sense Advisors, exiting entirely with an estimated $11.7M sold.

  • 128 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $1.2B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2022, up 19% quarter-over-quarter.
  • 24 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2022 and 8 closed out, a net change of +16 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2022 was Ameriprise, an estimated $35.8M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2022 was Financial Sense Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2022.