VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
67 hedge funds and large institutions have $345M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
8% more funds holding
Funds holding: 62 → 67 (+5)
1.29% more ownership
Funds ownership: 57.71% → 59.01% (+1.3%)
4% more capital invested
Capital invested by funds: $333M → $345M (+$11.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.91M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.68M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
+$3.09M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.01M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$4.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.37M |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$811K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$803K |
CDC Hedge Fund Activity: Q3 2020 in Review
67 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2020, worth a combined $345M — up 3.5% from $333M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CDC positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 26 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.91M. The largest seller was Morgan Stanley, cutting an estimated $5M.
- 67 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2020, up from 62 in Q2 2020.
- Funds reported $345M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2020, up 3.5% quarter-over-quarter.
- 8 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2020 and 3 closed out, a net change of +5 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2020 was Wells Fargo, an estimated $3.91M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2020 was Morgan Stanley, an estimated $5M sold.
Based on aggregated 13F filings for Q3 2020.