VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
80 hedge funds and large institutions have $504M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
85% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 20
13% more funds holding
Funds holding: 71 → 80 (+9)
1% less capital invested
Capital invested by funds: $507M → $504M (-$3.04M)
1.66% less ownership
Funds ownership: 55.27% → 53.62% (-1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$3.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.91M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.79M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.43M |
| 2 |
Morgan Stanley
New York
|
-$1.06M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$570K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$489K |
| 5 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$401K |
CDC Hedge Fund Activity: Q3 2021 in Review
80 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2021, worth a combined $504M — down 0.6% from $507M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CDC positions and 1 closed out — a net gain of 10 holders — while 37 added to existing stakes and 20 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $3.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.43M.
- 80 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2021, up from 71 in Q2 2021.
- Funds reported $504M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2021, down 0.6% quarter-over-quarter.
- 11 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2021 and 1 closed out, a net change of +10 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2021 was Kestra Private Wealth Services, an estimated $3.5M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2021.