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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

51 hedge funds and large institutions have $509M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $435M → $509M (+$73.8M)

13% more funds holding

Funds holding: 4551 (+6)

0.03% more ownership

Funds ownership: 62.95%62.98% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
29
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$150M +$5.47M +115,112 +4%
Morgan Stanley
2
Morgan Stanley
New York
$56.6M +$5.47M +115,261 +11%
Bank of America
3
Bank of America
North Carolina
$38.8M +$3.77M +79,307 +11%
UBS Group
4
UBS Group
Switzerland
$35.3M +$10.1M +212,172 +40%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.9M +$6.79M +143,058 +24%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$26.5M +$1.77M +37,201 +7%
RJA
7
Raymond James & Associates
Florida
$19M -$131K -2,760 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.1M +$7.91M +166,486 +109%
Ameriprise
9
Ameriprise
Minnesota
$14.9M +$494K +10,411 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$14.6M +$210K +4,429 +1%
CWM
11
Cornerstone Wealth Management
Missouri
$14.3M -$10.8M -227,092 -26%
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.7M +$565K +11,887 +5%
Stifel Financial
13
Stifel Financial
Missouri
$9.46M +$1.07M +22,563 +13%
NA
14
NewEdge Advisors
Louisiana
$7.07M -$73K -1,538 -1%
AG
15
Advisor Group
Arizona
$6.42M +$1.85M +38,871 +40%
Wells Fargo
16
Wells Fargo
California
$6.32M +$3.82M +80,354 +151%
FAAS
17
First Allied Advisory Services
California
$6.05M +$568K +11,964 +10%
KFGK
18
Keystone Financial Group (Kentucky)
Kentucky
$5.08M +$850K +17,890 +20%
IA
19
IFP Advisors
Florida
$4.8M +$810K +17,051 +20%
PAG
20
Private Advisor Group
New Jersey
$3.48M +$2.48M +52,260 +247%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.11M +$44.2K +930 +1%
Deutsche Bank
22
Deutsche Bank
Germany
$2.54M +$1.84M +38,799 +260%
CG
23
Caprock Group
Idaho
$2.14M -$24.2K -509 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.94M +$126K +2,645 +7%
MIAN
25
Mariner Independent Advisor Network
Kansas
$1.9M +$1.91M +40,259 New