VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
34 hedge funds and large institutions have $263M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $232M → $263M (+$31.1M)
3% more funds holding
Funds holding: 33 → 34 (+1)
16.83% less ownership
Funds ownership: 73.29% → 56.45% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.77M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.6M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.94M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.52M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$743K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$268K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$250K |
CDC Hedge Fund Activity: Q2 2017 in Review
34 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2017, worth a combined $263M — up 13% from $232M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CDC positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.77M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $5.52M sold.
- 34 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2017, up from 33 in Q1 2017.
- Funds reported $263M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2017, up 13% quarter-over-quarter.
- 6 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2017 and 5 closed out, a net change of +1 holder.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2017 was Morgan Stanley, an estimated $7.77M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2017 was Stratos Wealth Partners, an estimated $5.52M sold.
Based on aggregated 13F filings for Q2 2017.