VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
99 hedge funds and large institutions have $574M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 51 reducing their positions, and 12 closing their positions.
7.49% more ownership
Funds ownership: 63.32% → 70.81% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $579M → $574M (-$4.39M)
5% less funds holding
Funds holding: 104 → 99 (-5)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
65% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 51
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.5M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.3M |
| 4 |
Morgan Stanley
New York
|
-$4.22M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFGK
101
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$2.74M | -46,084 | Closed |
|
|
WWA
102
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$1.93M | -32,376 | Closed |
|
|
FTUS
103
Flow Traders U.S.
New York
| – | -$1.83M | -30,833 | Closed |
|
104
Citadel Advisors
Miami,
Florida
| – | -$653K | -10,973 | Closed |
|
|
TGAM
105
TBH Global Asset Management
Brentwood,
Tennessee
| – | -$568K | -9,537 | Closed |
|
|
HF
106
HRT Financial
New York
| – | -$286K | -4,815 | Closed |
|
|
KP
107
Keel Point
Huntsville,
Alabama
| – | -$279K | -4,693 | Closed |
|
|
TSS
108
Two Sigma Securities
New York
| – | -$262K | -4,396 | Closed |
|
|
BPA
109
Beacon Pointe Advisors
Newport Beach,
California
| – | -$232K | -3,905 | Closed |
|
110
MML Investors Services
Springfield,
Massachusetts
| – | -$232K | -3,890 | Closed |
|
111
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$158K | -2,654 | Closed |
|
|
HWM
112
Horizons Wealth Management
Asheville,
North Carolina
| – | -$10.8K | -191 | Closed |
|
CDC Hedge Fund Activity: Q2 2024 in Review
99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2024, worth a combined $574M — down 0.76% from $579M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CDC and 9 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 18 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $69.6M. The largest seller was Ameriprise, cutting an estimated $20.5M.
- 99 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2024, down from 104 in Q1 2024.
- Funds reported $574M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2024, down 0.76% quarter-over-quarter.
- 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $69.6M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2024 was Ameriprise, an estimated $20.5M sold.
Based on aggregated 13F filings for Q2 2024.