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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

8% more funds holding

Funds holding: 6267 (+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: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$50.7M -$106K -2,224 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$43.7M -$5M -104,650 -10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.8M +$3.01M +63,154 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$24.8M +$221K +4,629 +0.9%
Bank of America
5
Bank of America
North Carolina
$24.1M -$1.37M -28,793 -5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$22.7M
GWAG
7
Garrett Wealth Advisory Group
Texas
$16.8M -$21.7K -455 -0.1%
Wells Fargo
8
Wells Fargo
California
$14.3M +$3.91M +81,966 +37%
Stifel Financial
9
Stifel Financial
Missouri
$11.8M +$170K +3,558 +1%
Ameriprise
10
Ameriprise
Minnesota
$10M -$803K -16,816 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.47M +$3.68M +76,995 +62%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$8.09M +$853K +17,863 +12%
IWC
13
Integrated Wealth Concepts
Massachusetts
$8.08M -$632K -13,239 -7%
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$5.95M -$811K -16,996 -12%
GVAG
15
Great Valley Advisor Group
Delaware
$5.16M +$1.89M +39,597 +57%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.13M +$370K +7,749 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.91M -$353K -7,393 -7%
RJA
18
Raymond James & Associates
Florida
$4.21M -$619K -12,959 -13%
NA
19
NewEdge Advisors
Louisiana
$3.84M -$443K -9,276 -10%
PWM
20
Provident Wealth Management
Tennessee
$3.07M +$3.09M +64,770 New
IA
21
IFP Advisors
Florida
$2.96M -$80.2K -1,680 -3%
CAN
22
Claraphi Advisory Network
United States
$2.88M -$144K -3,013 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.69M +$59.7K +1,250 +2%
UBS Group
24
UBS Group
Switzerland
$2.24M -$252K -5,281 -10%
FHA
25
Flagship Harbor Advisors
Massachusetts
$2.21M +$456K +9,563 +26%