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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2429 (+5)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$78.6M +$18.8M +467,415 +33%
UBS Group
2
UBS Group
Switzerland
$15.4M +$13.9M +346,976 +1,402%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.9M +$954K +23,760 +8%
Morgan Stanley
4
Morgan Stanley
New York
$8.18M +$4.43M +110,334 +126%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.47M +$2.06M +51,417 +40%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.59M +$2.05M +50,960 +60%
SWP
7
Stratos Wealth Partners
Ohio
$4.51M +$2.2M +54,723 +101%
Victory Capital Management
8
Victory Capital Management
Texas
$3.45M +$657K +16,376 +24%
Stifel Financial
9
Stifel Financial
Missouri
$3.08M +$1.64M +40,956 +122%
Ameriprise
10
Ameriprise
Minnesota
$2.48M +$2.46M +61,300 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.39M
Bank of America
12
Bank of America
North Carolina
$2.38M +$1.25M +31,024 +117%
IA
13
IFP Advisors
Florida
$1.91M -$131K -3,266 -7%
RJA
14
Raymond James & Associates
Florida
$1.88M +$488K +12,162 +36%
AG
15
Advisor Group
Arizona
$1.01M +$214K +5,333 +28%
FHA
16
Flagship Harbor Advisors
Massachusetts
$986K +$957K +23,836 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$586K -$1.6M -39,821 -74%
FHC
18
First Heartland Consultants
Missouri
$573K -$124K -3,082 -18%
NPC
19
National Planning Corporation
California
$514K -$19.1K -475 -4%
CWM
20
Cornerstone Wealth Management
Missouri
$473K +$458K +11,402 New
SI
21
SII Investments
Wisconsin
$447K +$173K +4,314 +66%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$293K +$285K +7,101 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$259K -$4.7K -117 -2%
CBU
24
CIBC Bank USA
Illinois
$243K +$236K +5,880 New
MFS
25
MSI Financial Services
Massachusetts
$220K +$241 +6 +0.1%