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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5862 (+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: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
17
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$50M -$1.38M -30,154 -3%
Morgan Stanley
2
Morgan Stanley
New York
$47.8M +$2.13M +46,767 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.4M -$293K -6,413 -1%
Bank of America
4
Bank of America
North Carolina
$25M -$230K -5,052 -0.9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.1M +$789K +17,290 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$22.7M
GWAG
7
Garrett Wealth Advisory Group
Texas
$16.5M +$326K +7,157 +2%
Stifel Financial
8
Stifel Financial
Missouri
$11.5M -$724K -15,867 -6%
Ameriprise
9
Ameriprise
Minnesota
$10.6M -$509K -11,163 -5%
Wells Fargo
10
Wells Fargo
California
$10.3M +$375K +8,220 +4%
IWC
11
Integrated Wealth Concepts
Massachusetts
$8.55M -$2.34M -51,229 -22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.11M -$828K -18,159 -11%
KFGK
13
Keystone Financial Group (Kentucky)
Kentucky
$6.64M -$65.7K -1,440 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.75M -$453K -9,921 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.17M -$3.35M -73,471 -40%
SMC
16
Smith, Moore & Co
Missouri
$4.82M +$14K +307 +0.3%
RJA
17
Raymond James & Associates
Florida
$4.74M +$10.4K +228 +0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.68M +$865K +18,954 +23%
NA
19
NewEdge Advisors
Louisiana
$4.2M -$288K -6,308 -7%
GVAG
20
Great Valley Advisor Group
Delaware
$3.23M +$3.16M +69,295 New
CAN
21
Claraphi Advisory Network
United States
$2.97M +$317K +6,941 +12%
IA
22
IFP Advisors
Florida
$2.96M -$260K -5,697 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.59M -$1.35M -29,594 -35%
UBS Group
24
UBS Group
Switzerland
$2.45M -$460K -10,080 -16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.97M -$615K -13,490 -24%