VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
61 hedge funds and large institutions have $400M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.
1.21% more ownership
Funds ownership: 56.22% → 57.43% (+1.2%)
4% more capital invested
Capital invested by funds: $383M → $400M (+$16.6M)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
8% less funds holding
Funds holding: 66 → 61 (-5)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.34M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.62M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.6M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.38M |
| 5 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.06M |
| 2 |
Morgan Stanley
New York
|
-$2.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.32M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.21M |
| 5 |
Jane Street
New York
|
-$654K |
CDC Hedge Fund Activity: Q4 2019 in Review
61 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2019, worth a combined $400M — up 4.3% from $383M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CDC and 6 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 23 added.
The largest buyer was LPL Financial, adding an estimated $5.34M. The largest seller was Royal Bank of Canada, cutting an estimated $3.06M.
- 61 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2019, down from 66 in Q3 2019.
- Funds reported $400M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
- 6 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2019 and 8 closed out, a net change of -2 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2019 was LPL Financial, an estimated $5.34M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $3.06M sold.
Based on aggregated 13F filings for Q4 2019.