We are live on ! Find out more
CDC icon

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

149 hedge funds and large institutions have $1.31B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

10% more funds holding

Funds holding: 136149 (+13)

4% more capital invested

Capital invested by funds: $1.26B → $1.31B (+$48.7M)

0.99% less ownership

Funds ownership: 67.01%66.02% (-0.99%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
2.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
23
Increased
48
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$122M +$226K +3,620 +0.2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$113M +$6.03M +96,417 +6%
Morgan Stanley
3
Morgan Stanley
New York
$108M -$8.13M -130,073 -7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$104M +$14.5M +232,414 +16%
Ameriprise
5
Ameriprise
Minnesota
$96.8M +$12.3M +196,474 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$62.7M -$1.41M -22,613 -2%
Bank of America
7
Bank of America
North Carolina
$53M -$323K -5,172 -0.6%
SOS
8
Silver Oak Securities
Tennessee
$40.2M +$1.45M +23,245 +4%
Wells Fargo
9
Wells Fargo
California
$37.3M +$3.25M +52,062 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.5M +$2.62M +41,879 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$32.9M -$470K -7,528 -1%
UBS Group
12
UBS Group
Switzerland
$31.8M -$1.87M -29,911 -6%
AAS
13
Avantax Advisory Services
Texas
$29M +$2.36M +37,717 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$27.9M -$311K -4,980 -1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$27.1M +$594K +9,507 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$23.3M -$272K -4,353 -1%
Stifel Financial
17
Stifel Financial
Missouri
$16.4M -$2.37M -37,853 -13%
UW
18
Unique Wealth
Florida
$15.9M +$16M +255,677 New
KFGK
19
Keystone Financial Group (Kentucky)
Kentucky
$14.8M +$556K +8,904 +4%
RJA
20
Raymond James & Associates
Florida
$13M -$2.06M -33,018 -14%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12.5M -$4.01M -64,195 -24%
RW
22
Regimen Wealth
Georgia
$12.4M +$12.5M +200,527 New
SMC
23
Smith, Moore & Co
Missouri
$11.6M -$27.1K -433 -0.2%
KPWS
24
Kestra Private Wealth Services
Texas
$11.1M -$2.25M -36,064 -17%
GVAG
25
Great Valley Advisor Group
Delaware
$11.1M +$199K +3,191 +2%