VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
16 hedge funds and large institutions have $39M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
23% more funds holding
Funds holding: 13 → 16 (+3)
9% more capital invested
Capital invested by funds: $35.8M → $39M (+$3.2M)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$3.91M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.03M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.65M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$969K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$265K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$83.5K |
| 5 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$45.6K |
CDC Hedge Fund Activity: Q2 2015 in Review
16 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2015, worth a combined $39M — up 8.9% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CDC positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $3.91M. The largest seller was National Planning Corporation, cutting an estimated $5.65M.
- 16 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2015, up from 13 in Q1 2015.
- Funds reported $39M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2015, up 8.9% quarter-over-quarter.
- 5 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2015 and 2 closed out, a net change of +3 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2015 was Victory Capital Management, an estimated $3.91M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2015 was National Planning Corporation, an estimated $5.65M sold.
Based on aggregated 13F filings for Q2 2015.