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.
3,022% more capital inflows, than outflows
Capital inflows: $364M | Capital outflows: $11.7M
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)
20% more funds holding
Funds holding: 93 → 112 (+19)
9% more ownership
Funds ownership: 57.04% → 66.03% (+9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$102M |
| 2 |
Morgan Stanley
New York
|
+$21.2M |
| 3 |
Avantax Advisory Services
Dallas,
Texas
|
+$19.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$6.56M |
| 2 |
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$2.56M |
| 3 |
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.38M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$268K |
| 5 |
Osborne Partners Capital Management
San Francisco,
California
|
-$240K |
CDC Hedge Fund Activity: Q1 2022 in Review
112 of the 6,363 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 $625M 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 $6.56M 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 $6.56M sold.
Based on aggregated 13F filings for Q1 2022.