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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

25 hedge funds and large institutions have $61.1M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

14% more funds holding

Funds holding: 2225 (+3)

11% less capital invested

Capital invested by funds: $68.5M → $61.1M (-$7.42M)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.6M -$3.54M -93,780 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.1M +$565K +14,984 +5%
Victory Capital Management
3
Victory Capital Management
Texas
$2.94M -$118K -3,141 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.65M +$754K +20,008 +41%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.17M -$6.75M -179,034 -76%
IA
6
IFP Advisors
Florida
$1.32M -$1.08M -28,724 -46%
RJA
7
Raymond James & Associates
Florida
$1.14M +$435K +11,546 +64%
SWP
8
Stratos Wealth Partners
Ohio
$1.03M +$374K +9,916 +59%
Citadel Advisors
9
Citadel Advisors
Florida
$914K +$897K +23,790 New
Stifel Financial
10
Stifel Financial
Missouri
$847K +$830K +22,010 New
AG
11
Advisor Group
Arizona
$652K +$639K +16,954 New
Jane Street
12
Jane Street
New York
$459K +$449K +11,922 New
NPC
13
National Planning Corporation
California
$411K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$382K +$50.3K +1,335 +16%
Bank of America
15
Bank of America
North Carolina
$373K +$332K +8,803 +992%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$371K -$17.5K -464 -5%
Morgan Stanley
17
Morgan Stanley
New York
$346K +$166K +4,403 +96%
MFS
18
MSI Financial Services
Massachusetts
$178K +$161K +4,259 +1,167%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$98K +$34.5K +914 +56%
UBS Group
20
UBS Group
Switzerland
$59K +$48.4K +1,283 +513%
CA
21
CapWealth Advisors
Tennessee
$45K -$8.14K -216 -16%
NFG
22
Next Financial Group
Texas
$36K
FHC
23
First Heartland Consultants
Missouri
$772 +$40.4K +1,072 +6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.51M -39,764 Closed
AIG
25
American International Group
New York
-$561K -14,815 Closed