VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
24 hedge funds and large institutions have $99M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
60% more capital invested
Capital invested by funds: $61.9M → $99M (+$37.1M)
4% less funds holding
Funds holding: 25 → 24 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.72M |
| 3 |
Morgan Stanley
New York
|
+$3.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.13M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$914K |
| 2 |
Jane Street
New York
|
-$459K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$376K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$128K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$123K |
CDC Hedge Fund Activity: Q3 2016 in Review
24 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2016, worth a combined $99M — up 60% from $61.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CDC and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $22.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $914K sold.
- 24 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2016, down from 25 in Q2 2016.
- Funds reported $99M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2016, up 60% quarter-over-quarter.
- 2 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2016 and 3 closed out, a net change of -1 holder.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2016 was LPL Financial, an estimated $22.1M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2016 was Citadel Advisors, an estimated $914K sold.
Based on aggregated 13F filings for Q3 2016.