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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

71 hedge funds and large institutions have $507M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $465M → $507M (+$41.7M)

4% more funds holding

Funds holding: 6871 (+3)

1.62% less ownership

Funds ownership: 56.89%55.27% (-1.6%)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
8
Increased
34
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$76M +$4.42M +67,933 +6%
Morgan Stanley
2
Morgan Stanley
New York
$59.1M -$1.08M -16,539 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$42.6M -$925K -14,215 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$34.7M +$2.25M +34,656 +7%
Bank of America
5
Bank of America
North Carolina
$29M -$1.03M -15,781 -3%
Wells Fargo
6
Wells Fargo
California
$24.5M +$1.02M +15,736 +4%
GWAG
7
Garrett Wealth Advisory Group
Texas
$24.2M +$156K +2,397 +0.6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$22.7M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.4M +$6.63M +101,876 +56%
Stifel Financial
10
Stifel Financial
Missouri
$17.2M +$327K +5,032 +2%
Ameriprise
11
Ameriprise
Minnesota
$16.9M +$443K +6,810 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$14M +$3.16M +48,598 +29%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.2M +$430K +6,604 +3%
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$10.6M +$1.23M +18,828 +13%
IWC
15
Integrated Wealth Concepts
Massachusetts
$9.63M -$161K -2,479 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.46M +$865K +13,289 +13%
GVAG
17
Great Valley Advisor Group
Delaware
$7.27M -$374K -5,741 -5%
RJA
18
Raymond James & Associates
Florida
$7.07M +$829K +12,748 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.18M +$875K +13,449 +20%
NA
20
NewEdge Advisors
Louisiana
$4.98M -$49.2K -756 -1%
FHA
21
Flagship Harbor Advisors
Massachusetts
$4.8M +$864K +13,286 +22%
PWM
22
Provident Wealth Management
Tennessee
$3.68M -$56.9K -874 -2%
MA
23
MONECO Advisors
Connecticut
$3.6M +$624K +9,587 +21%
PAG
24
Private Advisor Group
New Jersey
$3.01M +$379K +5,827 +14%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.93M +$608K +9,345 +26%