VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
68 hedge funds and large institutions have $465M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 8 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 18
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more capital invested
Capital invested by funds: $380M → $465M (+$85.2M)
1.4% less ownership
Funds ownership: 58.3% → 56.89% (-1.4%)
4% less funds holding
Funds holding: 71 → 68 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.04M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.65M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.6M |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$2.45M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$862K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$788K |
| 4 |
CWP
Corepath Wealth Partners
Scottsdale,
Arizona
|
-$760K |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$730K |
CDC Hedge Fund Activity: Q1 2021 in Review
68 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2021, worth a combined $465M — up 22% from $380M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CDC and 5 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 35 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.04M. The largest seller was Bank of America, cutting an estimated $1.21M.
- 68 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2021, down from 71 in Q4 2020.
- Funds reported $465M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2021, up 22% quarter-over-quarter.
- 5 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2021 and 8 closed out, a net change of -3 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $7.04M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2021 was Bank of America, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2021.