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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

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.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

62% more capital invested

Capital invested by funds: $61.1M → $99M (+$37.8M)

4% less funds holding

Funds holding: 2524 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$55.8M +$22.1M +558,671 +64%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.4M +$970K +24,549 +9%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.13M +$4.72M +119,546 +1,204%
Morgan Stanley
4
Morgan Stanley
New York
$3.48M +$3.11M +78,732 +876%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.35M +$607K +15,354 +22%
Victory Capital Management
6
Victory Capital Management
Texas
$2.66M -$376K -9,526 -12%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.38M +$154K +3,890 +7%
SWP
8
Stratos Wealth Partners
Ohio
$2.15M +$1.09M +27,552 +103%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.14M +$2.13M +54,009 New
IA
10
IFP Advisors
Florida
$1.97M +$605K +15,320 +45%
Stifel Financial
11
Stifel Financial
Missouri
$1.34M +$460K +11,630 +53%
RJA
12
Raymond James & Associates
Florida
$1.32M +$152K +3,834 +13%
Bank of America
13
Bank of America
North Carolina
$1.05M +$668K +16,894 +174%
UBS Group
14
UBS Group
Switzerland
$982K +$918K +23,222 +1,515%
AG
15
Advisor Group
Arizona
$759K +$86.6K +2,192 +13%
FHC
16
First Heartland Consultants
Missouri
$672K -$123K -3,117 -16%
NPC
17
National Planning Corporation
California
$502K +$94.4K +2,389 +23%
SI
18
SII Investments
Wisconsin
$259K +$258K +6,529 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$253K -$128K -3,239 -34%
MFS
20
MSI Financial Services
Massachusetts
$211K +$27.9K +707 +15%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$101K +$79 +2 +0.1%
NFG
22
Next Financial Group
Texas
$57K +$19.8K +501 +53%
CA
23
CapWealth Advisors
Tennessee
$23K -$23.6K -596 -51%
Citadel Advisors
24
Citadel Advisors
Florida
-$914K -23,790 Closed
Jane Street
25
Jane Street
New York
-$459K -11,922 Closed