VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
136 hedge funds and large institutions have $1.27B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 26 reducing their positions, and 12 closing their positions.
158% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 26
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
6% more funds holding
Funds holding: 128 → 136 (+8)
6% more capital invested
Capital invested by funds: $1.2B → $1.27B (+$70.3M)
2.35% more ownership
Funds ownership: 64.66% → 67.01% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$33.3M |
| 2 |
Morgan Stanley
New York
|
+$26.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$20M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$6.14M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$5.72M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$4.38M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.93M |
| 5 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$3.35M |
CDC Hedge Fund Activity: Q3 2022 in Review
136 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2022, worth a combined $1.27B — up 5.9% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CDC positions and 12 closed out — a net gain of 9 holders — while 67 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $33.3M. The largest seller was Sigma Planning Corp, cutting an estimated $6.14M.
- 136 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2022, up from 128 in Q2 2022.
- Funds reported $1.27B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
- 21 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2022 and 12 closed out, a net change of +9 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $33.3M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2022 was Sigma Planning Corp, an estimated $6.14M sold.
Based on aggregated 13F filings for Q3 2022.