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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

58 hedge funds and large institutions have $308M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 57.43%57.22% (-0.21%)

5% less funds holding

Funds holding: 6158 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

23% less capital invested

Capital invested by funds: $400M → $308M (-$91.7M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
17
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$45.6M -$20M -435,519 -28%
Morgan Stanley
2
Morgan Stanley
New York
$40.5M +$5.71M +124,503 +15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$23.7M -$3.02M -65,722 -10%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$22.7M
Bank of America
5
Bank of America
North Carolina
$22.4M -$1M -21,802 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.7M +$1.91M +41,551 +9%
GWAG
7
Garrett Wealth Advisory Group
Texas
$14.4M +$595K +12,964 +4%
Stifel Financial
8
Stifel Financial
Missouri
$10.8M +$158K +3,453 +1%
Ameriprise
9
Ameriprise
Minnesota
$9.87M -$83.7K -1,823 -0.8%
IWC
10
Integrated Wealth Concepts
Massachusetts
$9.72M -$1.65M -35,937 -13%
Wells Fargo
11
Wells Fargo
California
$8.78M +$2.55M +55,637 +36%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.63M +$1.7M +37,002 +25%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.08M +$7.84M +170,878 New
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$5.96M +$243K +5,298 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.58M +$6.12M +133,341 New
TC
16
TAP Consulting
Missouri
$4.56M -$416K -9,071 -8%
SMC
17
Smith, Moore & Co
Missouri
$4.27M +$103K +2,248 +2%
RJA
18
Raymond James & Associates
Florida
$4.2M -$8.56M -186,480 -65%
NA
19
NewEdge Advisors
Louisiana
$4M -$232K -5,066 -5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.53M -$8.2M -178,709 -68%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$137K +2,985 +4%
IA
22
IFP Advisors
Florida
$2.9M -$192K -4,189 -6%
UBS Group
23
UBS Group
Switzerland
$2.59M -$2.64M -57,509 -48%
CAN
24
Claraphi Advisory Network
United States
$2.35M +$2.61M +56,800 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.31M -$1.28M -27,934 -33%