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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

104 hedge funds and large institutions have $579M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.49% less ownership

Funds ownership: 70.81%63.32% (-7.5%)

11% less funds holding

Funds holding: 117104 (-13)

20% less capital invested

Capital invested by funds: $725M → $579M (-$147M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

75% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 68

Holders
104
Holders Change
-13
Holders Change %
-11.11%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
17
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$7.03K -$9.28K -164 -58%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$2.86K +$2.71K +48 New
EA
103
Evolution Advisers
Virginia
$2K
HI
104
Harbour Investments
Wisconsin
$655 -$37.5K -663 -98%
HWP
105
Highline Wealth Partners
California
$507 -$8.77K -155 -95%
RW
106
Regimen Wealth
Georgia
-$373K -250,478 Closed
PWM
107
Provident Wealth Management
Tennessee
-$6.43M -113,711 Closed
Renaissance Technologies
108
Renaissance Technologies
New York
-$2.66M -47,000 Closed
WWM
109
Western Wealth Management
Colorado
-$2.11M -37,222 Closed
CWP
110
Corepath Wealth Partners
Arizona
-$1.46M -25,797 Closed
CPRC
111
Consolidated Portfolio Review Corp
New York
-$1.27M -22,391 Closed
FFN
112
Focus Financial Network
Minnesota
-$729K -12,884 Closed
FA
113
Fermata Advisors
California
-$727K -12,851 Closed
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
-$539K -9,536 Closed
DADC
115
D.A. Davidson & Co
Montana
-$502K -8,880 Closed
SMC
116
Smith, Moore & Co
Missouri
-$332K -5,870 Closed
CPL
117
CAP Partners LLC
Tennessee
-$242K -4,286 Closed
AFP
118
Ausdal Financial Partners
Iowa
-$210K -3,720 Closed
OC
119
Oakworth Capital
Alabama
-$113K -1,990 Closed
ASN
120
Advisory Services Network
Georgia
-$58.3K -1,030 Closed
BFEC
121
Benjamin F. Edwards & Company
Missouri
-$49K -871 Closed
FHA
122
First Horizon Advisors
Tennessee
-$22.6K -400 Closed
BTI
123
Blue Trust Inc
Georgia
-$13K -224 Closed
EWP
124
Elevation Wealth Partners
California
-$10.5K -189 Closed
GJIA
125
Glass Jacobson Investment Advisors
Maryland
-$5.66K -100 Closed