VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
70 hedge funds and large institutions have $399M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
1% more funds holding
Funds holding: 69 → 70 (+1)
0.52% less ownership
Funds ownership: 56.67% → 56.16% (-0.52%)
3% less capital invested
Capital invested by funds: $410M → $399M (-$11.4M)
32% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 31
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$6.43M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.85M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.26M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$2.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.31M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.99M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$4.25M |
| 4 |
Rockefeller Capital Management
New York
|
-$4.23M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.86M |
CDC Hedge Fund Activity: Q2 2019 in Review
70 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2019, worth a combined $399M — down 2.8% from $410M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CDC positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 31 trimmed.
The largest buyer was Western Wealth Management, adding an estimated $6.43M. The largest seller was Morgan Stanley, cutting an estimated $7.31M.
- 70 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2019, up from 69 in Q1 2019.
- Funds reported $399M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2019, down 2.8% quarter-over-quarter.
- 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2019 and 4 closed out, a net change of +5 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2019 was Western Wealth Management, an estimated $6.43M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2019 was Morgan Stanley, an estimated $7.31M sold.
Based on aggregated 13F filings for Q2 2019.