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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

112 hedge funds and large institutions have $1.01B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

362% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

61% more capital invested

Capital invested by funds: $624M → $1.01B (+$381M)

20% more funds holding

Funds holding: 93 → 112 (+19)

9% more ownership

Funds ownership: 57.04% → 66.03% (+9%)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.77%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
28
Increased
60
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$21.2M
3
AAS
Avantax Advisory Services
Texas
+$19.8M
4
UBS Group
UBS Group
Switzerland
+$18.5M
5
LPL Financial
LPL Financial
California
+$12.6M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$6.57M
2
GWAG
Garrett Wealth Advisory Group
Texas
-$2.56M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$1.38M
4
IAIM
International Assets Investment Management
Florida
-$268K
5
OPCM
Osborne Partners Capital Management
California
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$107M +$12.6M +180,479 +14%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$104M +$102M +1,449,370 New
Morgan Stanley
3
Morgan Stanley
New York
$90.2M +$21.2M +302,403 +32%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$58.8M +$2.69M +38,406 +5%
Ameriprise
5
Ameriprise
Minnesota
$44.4M +$11.6M +165,400 +37%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$42.9M +$1.59M +22,632 +4%
Bank of America
7
Bank of America
North Carolina
$41.3M +$5.32M +75,874 +15%
SOS
8
Silver Oak Securities
Tennessee
$39M +$37.8M +539,825 New
Wells Fargo
9
Wells Fargo
California
$31.6M +$4.68M +66,849 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$29.6M +$6.64M +94,707 +30%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$28.2M +$1.35M +19,271 +5%
AAS
12
Avantax Advisory Services
Texas
$22.4M +$19.8M +281,903 +928%
UBS Group
13
UBS Group
Switzerland
$21.8M +$18.5M +263,895 +660%
Stifel Financial
14
Stifel Financial
Missouri
$20.8M +$418K +5,970 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$19.1M +$2.24M +31,922 +15%
GWAG
16
Garrett Wealth Advisory Group
Texas
$18.8M -$2.56M -36,540 -12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$17.8M +$916K +13,068 +6%
PAG
18
Private Advisor Group
New Jersey
$16.8M +$7.61M +108,643 +87%
KFGK
19
Keystone Financial Group (Kentucky)
Kentucky
$15M +$1.96M +27,910 +15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$12.2M +$7.49M +106,875 +171%
KPWS
21
Kestra Private Wealth Services
Texas
$11.9M +$2.09M +29,784 +22%
FSA
22
Financial Sense Advisors
California
$11.7M +$11.4M +162,377 New
PCFFS
23
Pacific Center for Financial Services
California
$11.7M +$11.4M +162,377 New
MCC
24
Money Concepts Capital
Florida
$11.3M +$6.89M +98,341 +166%
IWC
25
Integrated Wealth Concepts
Massachusetts
$10.7M +$478K +6,827 +5%
1
2 3 4 5

CDC Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2022, worth a combined $1.01B — up 61% from $624M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CDC positions and 6 closed out — a net gain of 22 holders — while 60 added to existing stakes and 13 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $102M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.57M sold.

  • 112 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2022, up from 93 in Q4 2021.
  • Funds reported $1.01B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2022, up 61% quarter-over-quarter.
  • 28 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2022 and 6 closed out, a net change of +22 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $102M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2022 was Mutual Advisors, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2022.