VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
67 hedge funds and large institutions have $505M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
34% more funds holding
Funds holding: 50 → 67 (+17)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3.31% more ownership
Funds ownership: 59.35% → 62.66% (+3.3%)
2% more capital invested
Capital invested by funds: $495M → $505M (+$10.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.3M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$7.86M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.21M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.06M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.45M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.43M |
| 5 |
JP Morgan Chase
New York
|
-$1.38M |
CDC Hedge Fund Activity: Q4 2018 in Review
67 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2018, worth a combined $505M — up 2.2% from $495M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CDC positions and 3 closed out — a net gain of 17 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $9.3M. The largest seller was Bank of America, cutting an estimated $5.21M.
- 67 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2018, up from 50 in Q3 2018.
- Funds reported $505M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2018, up 2.2% quarter-over-quarter.
- 20 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2018 and 3 closed out, a net change of +17 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2018 was Deutsche Bank, an estimated $9.3M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2018 was Bank of America, an estimated $5.21M sold.
Based on aggregated 13F filings for Q4 2018.