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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

67 hedge funds and large institutions have $499M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more funds holding

Funds holding: 5167 (+16)

0.31% less ownership

Funds ownership: 62.98%62.66% (-0.31%)

2% less capital invested

Capital invested by funds: $509M → $499M (-$9.74M)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
30
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$140M +$6.41M +141,245 +4%
Morgan Stanley
2
Morgan Stanley
New York
$54.1M +$3.69M +81,300 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32.1M +$1.04M +22,851 +3%
Bank of America
4
Bank of America
North Carolina
$29.9M -$5.21M -114,671 -14%
UBS Group
5
UBS Group
Switzerland
$29.7M -$2.06M -45,368 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.3M -$1.45M -32,032 -6%
RJA
7
Raymond James & Associates
Florida
$17.6M +$685K +15,094 +4%
Ameriprise
8
Ameriprise
Minnesota
$16M +$2.92M +64,382 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.7M +$2.4M +52,930 +17%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$14.5M +$1.51M +33,239 +11%
AG
11
Advisor Group
Arizona
$13.1M +$7.86M +173,169 +128%
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.1M +$710K +15,633 +6%
Deutsche Bank
13
Deutsche Bank
Germany
$10.9M +$9.3M +204,849 +381%
GVAG
14
Great Valley Advisor Group
Delaware
$10.9M +$11.4M +250,089 New
GWAG
15
Garrett Wealth Advisory Group
Texas
$10.5M +$11.2M +247,214 New
Wells Fargo
16
Wells Fargo
California
$10M +$4.66M +102,726 +77%
Stifel Financial
17
Stifel Financial
Missouri
$7.13M -$1.43M -31,390 -16%
FAAS
18
First Allied Advisory Services
California
$5.82M +$454K +9,993 +8%
KFGK
19
Keystone Financial Group (Kentucky)
Kentucky
$5.38M +$905K +19,929 +19%
Citadel Advisors
20
Citadel Advisors
Florida
$4.59M +$4.93M +108,549 New
PAG
21
Private Advisor Group
New Jersey
$4.53M +$1.53M +33,614 +46%
IA
22
IFP Advisors
Florida
$4.42M +$147K +3,229 +3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.48M -$320K -7,058 -11%
CG
24
Caprock Group
Idaho
$1.98M +$78.3K +1,725 +4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.9M +$183K +4,024 +10%