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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

33 hedge funds and large institutions have $232M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 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

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

48% more capital invested

Capital invested by funds: $157M → $232M (+$75.1M)

21.95% more ownership

Funds ownership: 51.34%73.29% (+22%)

14% more funds holding

Funds holding: 2933 (+4)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
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
$103M +$21.4M +507,886 +27%
UBS Group
2
UBS Group
Switzerland
$23M +$6.93M +164,192 +44%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.8M +$3.34M +79,179 +24%
Morgan Stanley
4
Morgan Stanley
New York
$16.6M +$7.97M +188,828 +95%
Bank of America
5
Bank of America
North Carolina
$12.6M +$9.96M +235,812 +409%
RJA
6
Raymond James & Associates
Florida
$8.53M +$6.47M +153,105 +336%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.83M +$1.99M +47,097 +35%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$7.48M +$7.27M +172,161 +8,004%
SWP
9
Stratos Wealth Partners
Ohio
$5.52M +$826K +19,570 +18%
Stifel Financial
10
Stifel Financial
Missouri
$4.4M +$1.19M +28,075 +38%
Victory Capital Management
11
Victory Capital Management
Texas
$3.5M -$79.6K -1,884 -2%
Ameriprise
12
Ameriprise
Minnesota
$3.12M +$483K +11,435 +19%
IA
13
IFP Advisors
Florida
$3M +$1M +23,720 +51%
IAA
14
Independent Advisor Alliance
North Carolina
$3M +$2.97M +70,302 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.67M +$82.6K +1,957 +3%
Jane Street
16
Jane Street
New York
$1.86M +$1.83M +43,370 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.63M -$6.04M -143,029 -79%
AG
18
Advisor Group
Arizona
$1.1M +$48.9K +1,157 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.09M +$475K +11,251 +79%
FHA
20
Flagship Harbor Advisors
Massachusetts
$922K -$92.7K -2,196 -9%
CWM
21
Cornerstone Wealth Management
Missouri
$567K +$78K +1,846 +16%
FHC
22
First Heartland Consultants
Missouri
$539K -$55.7K -1,318 -10%
NPC
23
National Planning Corporation
California
$529K
SI
24
SII Investments
Wisconsin
$490K +$24.6K +583 +5%
PAG
25
Private Advisor Group
New Jersey
$459K +$455K +10,780 New