VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
93 hedge funds and large institutions have $625M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
91% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 23
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $504M → $625M (+$121M)
16% more funds holding
Funds holding: 80 → 93 (+13)
3.42% more ownership
Funds ownership: 53.62% → 57.04% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.69M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$6.34M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.36M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$4.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$983K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$786K |
CDC Hedge Fund Activity: Q4 2021 in Review
93 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2021, worth a combined $625M — up 24% from $504M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CDC positions and 5 closed out — a net gain of 15 holders — while 44 added to existing stakes and 23 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.4M. The largest seller was Garrett Wealth Advisory Group, cutting an estimated $4.76M.
- 93 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2021, up from 80 in Q3 2021.
- Funds reported $625M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2021, up 24% quarter-over-quarter.
- 20 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2021 and 5 closed out, a net change of +15 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2021 was Ameriprise, an estimated $11.4M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2021 was Garrett Wealth Advisory Group, an estimated $4.76M sold.
Based on aggregated 13F filings for Q4 2021.