VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
71 hedge funds and large institutions have $380M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
10% more capital invested
Capital invested by funds: $345M → $380M (+$35.7M)
6% more funds holding
Funds holding: 67 → 71 (+4)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.71% less ownership
Funds ownership: 59.01% → 58.3% (-0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.43M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.64M |
| 3 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$1.23M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.05M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.64M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.74M |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$2.41M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.27M |
| 5 |
Morgan Stanley
New York
|
-$1.27M |
CDC Hedge Fund Activity: Q4 2020 in Review
71 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2020, worth a combined $380M — up 10% from $345M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CDC positions and 3 closed out — a net gain of 4 holders — while 28 added to existing stakes and 26 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.43M. The largest seller was Susquehanna International Group, cutting an estimated $6.64M.
- 71 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2020, up from 67 in Q3 2020.
- Funds reported $380M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2020, up 10% quarter-over-quarter.
- 7 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2020 and 3 closed out, a net change of +4 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $2.43M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2020 was Susquehanna International Group, an estimated $6.64M sold.
Based on aggregated 13F filings for Q4 2020.