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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

37 hedge funds and large institutions have $354M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $303M → $354M (+$50.2M)

6% more funds holding

Funds holding: 3537 (+2)

4.95% more ownership

Funds ownership: 57.42%62.37% (+5%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$129M +$1.17M +25,675 +0.9%
UBS Group
2
UBS Group
Switzerland
$33.7M -$298K -6,543 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$31.8M +$2.16M +47,334 +7%
Bank of America
4
Bank of America
North Carolina
$28.2M +$6.22M +136,384 +29%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M +$1.88M +41,178 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$18.8M +$2.77M +60,744 +18%
RJA
7
Raymond James & Associates
Florida
$16.5M +$3.07M +67,246 +23%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$13M +$45.9K +1,007 +0.4%
IWC
9
Integrated Wealth Concepts
Massachusetts
$9.83M +$9.56M +209,760 New
Stifel Financial
10
Stifel Financial
Missouri
$7.58M +$1.32M +28,908 +22%
Ameriprise
11
Ameriprise
Minnesota
$7.12M +$977K +21,427 +16%
NA
12
NewEdge Advisors
Louisiana
$6.03M +$604K +13,242 +11%
AG
13
Advisor Group
Arizona
$4.01M +$1.87M +40,998 +91%
IA
14
IFP Advisors
Florida
$3.5M +$128K +2,818 +4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.3M +$196K +4,293 +6%
KFGK
16
Keystone Financial Group (Kentucky)
Kentucky
$2.4M +$2.34M +51,280 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.15M +$629K +13,794 +42%
CG
18
Caprock Group
Idaho
$1.98M +$47.2K +1,036 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.55M +$1.23M +26,912 +422%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.46M +$1.41M +30,968 +10,427%
FHA
21
Flagship Harbor Advisors
Massachusetts
$893K +$4.33K +95 +0.5%
AIM
22
Advantage Investment Management
Iowa
$841K +$826K +18,115 New
CWM
23
Cornerstone Wealth Management
Missouri
$809K +$142K +3,115 +22%
SI
24
SII Investments
Wisconsin
$538K -$246K -5,393 -32%
MML Investors Services
25
MML Investors Services
Massachusetts
$527K +$912 +20 +0.2%