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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
CDC
111 hedge funds and large institutions have $758M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 74 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
8.11% less ownership
Funds ownership: 66.44% → 58.33% (-8.1%)
15% less funds holding
Funds holding: 131 → 111 (-20)
29% less capital invested
Capital invested by funds: $1.06B → $758M (-$304M)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
70% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 74
76% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 25
Holders
111
Holders Change
-20
Holders Change %
-15.27%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
6
Increased
22
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$3.09M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$716K |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$419K |
| 4 |
RW
Regimen Wealth
Atlanta,
Georgia
|
+$393K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$343K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Creative Planning
Overland Park,
Kansas
| – | -$200K | -3,479 | Closed |
|
|
PIAS
127
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$136K | -2,353 | Closed |
|
|
SIS
128
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$105K | -1,825 | Closed |
|
|
CWA
129
Clearview Wealth Advisors
Salem,
Oregon
| – | -$81.7K | -1,419 | Closed |
|
130
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$76K | -1,320 | Closed |
|
|
WIM
131
Westside Investment Management
Santa Monica,
California
| – | -$23K | -399 | Closed |
|
|
AF
132
Allworth Financial
Folsom,
California
| – | -$22.7K | -395 | Closed |
|
133
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$7.26K | -126 | Closed |
|
134
Simplex Trading
Chicago,
Illinois
| – | -$4K | -80 | Closed |
|
|
HS
135
Horan Securities
Cincinnati,
United States
| – | -$3.92K | -68 | Closed |
|
|
HT
136
Headlands Technologies
Chicago,
Illinois
| – | -$3.23K | -56 | Closed |
|
|
LF
137
Lee Financial
Dallas,
Texas
| – | -$39 | -1 | Closed |
|