VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
69 hedge funds and large institutions have $410M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 67 → 69 (+2)
5.99% less ownership
Funds ownership: 62.66% → 56.67% (-6%)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
19% less capital invested
Capital invested by funds: $505M → $410M (-$95.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$5.91M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$4.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.6M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.8M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$82.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19.2M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$10.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.69M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.78M |
CDC Hedge Fund Activity: Q1 2019 in Review
69 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2019, worth a combined $410M — down 19% from $505M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CDC positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 26 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $5.91M. The largest seller was LPL Financial, cutting an estimated $82.3M.
- 69 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2019, up from 67 in Q4 2018.
- Funds reported $410M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2019, down 19% quarter-over-quarter.
- 10 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2019 and 8 closed out, a net change of +2 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2019 was Rockefeller Capital Management, an estimated $5.91M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2019 was LPL Financial, an estimated $82.3M sold.
Based on aggregated 13F filings for Q1 2019.