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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

Overview Fund Activity

117 hedge funds and large institutions have $725M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 76 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
16
Reduced
76
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$152M
2
SPG
2
Strategic Planning Group
Utah
$8.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$62M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.66M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.3M
2
LPL Financial
2
LPL Financial
California
$62.2M
3
SMC
3
Smith, Moore & Co
Missouri
$332K
4
UBS Group
4
UBS Group
Switzerland
$19.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DFA
101
DHJJ Financial Advisors
Illinois
$51K 901 – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$49K 871 -4,235 -83%
SWM
103
Sanctuary Wealth Management
Idaho
$47K 830 +96 +13%
HI
104
Harbour Investments
Wisconsin
$38.1K 674 -391 -37%
NFSG
105
Newbridge Financial Services Group
Florida
$33.9K 600 – –
NS
106
NBC Securities
Alabama
$26K 475 – –
FHA
107
First Horizon Advisors
Tennessee
$22.6K 400 +400 New
LFG
108
Larson Financial Group
Missouri
$16K 282 +1 +0.4%
BTI
109
Blue Trust Inc
Georgia
$13K 224 – –
HWM
110
Horizons Wealth Management
North Carolina
$10.8K 191 -5,401 -97%
EWP
111
Elevation Wealth Partners
California
$10.5K 189 – –
HWP
112
Highline Wealth Partners
California
$9.29K 164 -11,772 -99%
CAL
113
Capital Advisors Ltd
Ohio
$9K 162 – –
GJIA
114
Glass Jacobson Investment Advisors
Maryland
$5.66K 100 +100 New
EA
115
Evolution Advisers
Virginia
$2K 27 +27 New
PCFFS
116
Pacific Center for Financial Services
California
$1.98K 35 -2,311 -99%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$339 6 +4 +200%
FFA
118
Frazier Financial Advisors
Ohio
$227 4 +4 New
KAS
119
KPP Advisory Services
Kentucky
– – -28,793 Closed
RPGK
120
Retirement Planning Group (Kansas)
Kansas
– – -10,102 Closed
SWM
121
SeaCrest Wealth Management
New York
– – -9,910 Closed
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
– – -8,874 Closed
DIA
123
Dana Investment Advisors
Wisconsin
– – -7,566 Closed
TFS
124
Thoroughbred Financial Services
Tennessee
– – -4,638 Closed
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
– – -4,491 Closed
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5
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