VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
29 hedge funds and large institutions have $157M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
59% more capital invested
Capital invested by funds: $99M → $157M (+$58.1M)
51.34% more ownership
Funds ownership: 0% → 51.34% (+51%)
21% more funds holding
Funds holding: 24 → 29 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13.9M |
| 3 |
Morgan Stanley
New York
|
+$4.43M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.46M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$131K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$124K |
| 4 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$23K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$19.1K |
CDC Hedge Fund Activity: Q4 2016 in Review
29 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2016, worth a combined $157M — up 59% from $99M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CDC positions and 1 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.8M. The largest seller was Susquehanna International Group, cutting an estimated $1.6M.
- 29 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2016, up from 24 in Q3 2016.
- Funds reported $157M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2016, up 59% quarter-over-quarter.
- 6 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2016 and 1 closed out, a net change of +5 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2016 was LPL Financial, an estimated $18.8M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.6M sold.
Based on aggregated 13F filings for Q4 2016.