VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
16 hedge funds and large institutions have $22.5M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
42% less capital invested
Capital invested by funds: $39M → $22.5M (-$16.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$899K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$587K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$394K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$388K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$13.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$3.05M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$679K |
| 4 |
Jane Street
New York
|
-$620K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$504K |
CDC Hedge Fund Activity: Q3 2015 in Review
16 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2015, worth a combined $22.5M — down 42% from $39M a quarter earlier.
Fund positioning in CDC was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $899K. The largest seller was National Planning Corporation, exiting entirely with an estimated $13.6M sold.
- 16 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $22.5M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2015, down 42% quarter-over-quarter.
- 4 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2015 and 4 closed out, a net change of 0 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2015 was LPL Financial, an estimated $899K added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2015 was National Planning Corporation, an estimated $13.6M sold.
Based on aggregated 13F filings for Q3 2015.