VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
22 hedge funds and large institutions have $68.5M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.
28% more capital invested
Capital invested by funds: $53.7M → $68.5M (+$14.9M)
16% more funds holding
Funds holding: 19 → 22 (+3)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.23M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.05M |
| 4 |
AIG
American International Group
New York
|
+$517K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$1M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$897K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$274K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$221K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$194K |
CDC Hedge Fund Activity: Q1 2016 in Review
22 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2016, worth a combined $68.5M — up 28% from $53.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CDC positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $6.6M. The largest seller was Victory Capital Management, cutting an estimated $1M.
- 22 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2016, up from 19 in Q4 2015.
- Funds reported $68.5M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2016, up 28% quarter-over-quarter.
- 3 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2016 and 0 closed out, a net change of +3 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2016 was Royal Bank of Canada, an estimated $6.6M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2016 was Victory Capital Management, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2016.