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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

66 hedge funds and large institutions have $383M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.06% more ownership

Funds ownership: 56.16%56.22% (+0.06%)

4% less capital invested

Capital invested by funds: $399M → $383M (-$15.9M)

6% less funds holding

Funds holding: 7066 (-4)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
5
Increased
19
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$66.3M +$1.14M +24,985 +2%
Morgan Stanley
2
Morgan Stanley
New York
$42.2M -$8.08M -177,587 -16%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32.7M -$2.84M -62,512 -8%
Bank of America
4
Bank of America
North Carolina
$27.5M +$662K +14,547 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$22.7M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.7M -$1.93M -42,368 -9%
GWAG
7
Garrett Wealth Advisory Group
Texas
$14.3M +$388K +8,538 +3%
RJA
8
Raymond James & Associates
Florida
$13.4M -$1.82M -39,955 -12%
Stifel Financial
9
Stifel Financial
Missouri
$12.7M -$1.48M -32,644 -11%
IWC
10
Integrated Wealth Concepts
Massachusetts
$12.6M -$70.3K -1,545 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.2M +$190K +4,179 +2%
Ameriprise
12
Ameriprise
Minnesota
$11.5M -$283K -6,230 -2%
Wells Fargo
13
Wells Fargo
California
$7.9M -$1.27M -27,946 -14%
AG
14
Advisor Group
Arizona
$7.07M -$1.23M -27,093 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.43M +$250K +5,508 +4%
KFGK
16
Keystone Financial Group (Kentucky)
Kentucky
$6.41M +$373K +8,207 +6%
UBS Group
17
UBS Group
Switzerland
$5.13M -$1.79M -39,362 -26%
TC
18
TAP Consulting
Missouri
$5.04M +$4.93M +108,428 New
NA
19
NewEdge Advisors
Louisiana
$5.03M -$1.09M -23,944 -18%
SMC
20
Smith, Moore & Co
Missouri
$4.71M +$76.1K +1,674 +2%
IA
21
IFP Advisors
Florida
$4.62M +$4.53M +99,614 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.43M +$2.38M +52,248 +122%
PAG
23
Private Advisor Group
New Jersey
$4.33M -$418K -9,186 -9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.58M -$105K -2,310 -3%
AIM
25
Advantage Investment Management
Iowa
$2.46M +$114K +2,507 +5%