VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
62 hedge funds and large institutions have $333M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $308M → $333M (+$25M)
7% more funds holding
Funds holding: 58 → 62 (+4)
0.5% more ownership
Funds ownership: 57.22% → 57.71% (+0.5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.16M |
| 2 |
Morgan Stanley
New York
|
+$2.13M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$865K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$789K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$4.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.35M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.34M |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$1.71M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.38M |
CDC Hedge Fund Activity: Q2 2020 in Review
62 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2020, worth a combined $333M — up 8.1% from $308M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CDC positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 27 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $3.16M. The largest seller was TAP Consulting, cutting an estimated $4.11M.
- 62 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2020, up from 58 in Q1 2020.
- Funds reported $333M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2020, up 8.1% quarter-over-quarter.
- 8 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2020 and 4 closed out, a net change of +4 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2020 was Great Valley Advisor Group, an estimated $3.16M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2020 was TAP Consulting, an estimated $4.11M sold.
Based on aggregated 13F filings for Q2 2020.