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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 6771 (+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: 22 (0)

0.71% less ownership

Funds ownership: 59.01%58.3% (-0.71%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
28
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
$57.5M -$113K -2,205 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$48.2M -$1.27M -24,863 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31M -$2.74M -53,643 -9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.6M -$468K -9,140 -2%
Bank of America
5
Bank of America
North Carolina
$26.1M -$1.17M -22,870 -4%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$22.7M
GWAG
7
Garrett Wealth Advisory Group
Texas
$19.6M +$491K +9,590 +3%
Wells Fargo
8
Wells Fargo
California
$17.4M +$1.05M +20,548 +7%
Stifel Financial
9
Stifel Financial
Missouri
$13.9M +$404K +7,896 +3%
Ameriprise
10
Ameriprise
Minnesota
$11M -$188K -3,681 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.2M -$563K -11,015 -5%
IWC
12
Integrated Wealth Concepts
Massachusetts
$8.66M -$484K -9,466 -6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$8.39M +$2.43M +47,583 +44%
GVAG
14
Great Valley Advisor Group
Delaware
$6.81M +$905K +17,690 +16%
KFGK
15
Keystone Financial Group (Kentucky)
Kentucky
$5.51M -$1.19M -23,247 -19%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.36M -$203K -3,961 -4%
RJA
17
Raymond James & Associates
Florida
$5.15M +$353K +6,906 +8%
NA
18
NewEdge Advisors
Louisiana
$4.23M -$119K -2,320 -3%
PWM
19
Provident Wealth Management
Tennessee
$3.34M -$137K -2,679 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.3M +$225K +4,395 +8%
IA
21
IFP Advisors
Florida
$3.21M -$148K -2,885 -5%
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.82M +$289K +5,643 +12%
CAN
23
Cetera Advisor Networks
California
$2.66M +$269K +5,266 +12%
CWP
24
Corepath Wealth Partners
Arizona
$2.6M +$2.48M +48,439 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.51M +$76.3K +1,491 +3%