VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
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.
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: 29 → 33 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.96M |
| 3 |
Morgan Stanley
New York
|
+$7.97M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.27M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$6.04M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$92.7K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$79.6K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$55.7K |
| 5 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
-$48.1K |
CDC Hedge Fund Activity: Q1 2017 in Review
33 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2017, worth a combined $232M — up 48% from $157M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CDC positions and 1 closed out — a net gain of 5 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $6.04M.
- 33 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2017, up from 29 in Q4 2016.
- Funds reported $232M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2017, up 48% quarter-over-quarter.
- 6 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2017 and 1 closed out, a net change of +5 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2017 was LPL Financial, an estimated $21.4M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2017 was Cambridge Investment Research Advisors, an estimated $6.04M sold.
Based on aggregated 13F filings for Q1 2017.