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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

136 hedge funds and large institutions have $1.26B 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.

New
Increased
Maintained
Reduced
Closed

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: 1214 (+2)

6% more funds holding

Funds holding: 128136 (+8)

5% more capital invested

Capital invested by funds: $1.2B → $1.26B (+$63.4M)

2.35% more ownership

Funds ownership: 64.66%67.01% (+2.3%)

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.34%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
21
Increased
67
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$116M +$12.4M +186,871 +11%
Morgan Stanley
2
Morgan Stanley
New York
$111M +$26.9M +404,184 +28%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$103M +$1.54M +23,241 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.1M +$33.3M +501,805 +53%
Ameriprise
5
Ameriprise
Minnesota
$80.9M +$15.4M +231,670 +20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$61.3M +$10.8M +162,404 +19%
Bank of America
7
Bank of America
North Carolina
$51M +$8.78M +132,188 +18%
SOS
8
Silver Oak Securities
Tennessee
$34.9M +$3.63M +54,565 +10%
Wells Fargo
9
Wells Fargo
California
$32.6M +$2.09M +31,469 +6%
UBS Group
10
UBS Group
Switzerland
$32.2M +$12.3M +185,082 +52%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$31.9M +$1.94M +29,167 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$29.5M +$5.12M +77,074 +18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$27M +$20M +301,665 +197%
AAS
14
Avantax Advisory Services
Texas
$25.5M +$4.15M +62,493 +17%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$25.4M +$1.65M +24,814 +6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$22.5M +$7.83M +117,775 +45%
PAG
17
Private Advisor Group
New Jersey
$21.5M +$1.33M +19,986 +6%
Stifel Financial
18
Stifel Financial
Missouri
$17.9M -$255K -3,831 -1%
JRFS
19
James Reed Financial Services
Ohio
$17.6M -$226K -3,402 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.8M -$175K -2,627 -1%
RJA
21
Raymond James & Associates
Florida
$14.4M +$3.24M +48,788 +25%
KFGK
22
Keystone Financial Group (Kentucky)
Kentucky
$13.7M +$285K +4,295 +2%
KPWS
23
Kestra Private Wealth Services
Texas
$12.8M +$1.67M +25,115 +13%
WWM
24
Western Wealth Management
Colorado
$11.2M +$5.45M +81,959 +77%
SMC
25
Smith, Moore & Co
Missouri
$11.1M -$5.72M -86,138 -32%