VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
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.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
10% more funds holding
Funds holding: 136 → 149 (+13)
3% more capital invested
Capital invested by funds: $1.27B → $1.31B (+$41.8M)
0.99% less ownership
Funds ownership: 67.01% → 66.02% (-0.99%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.3M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.03M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$5.57M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.13M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
-$7.72M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$6.25M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$5.54M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.69M |
CDC Hedge Fund Activity: Q4 2022 in Review
149 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2022, worth a combined $1.31B — up 3.3% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CDC positions and 7 closed out — a net gain of 16 holders — while 48 added to existing stakes and 57 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $14.5M. The largest seller was Morgan Stanley, cutting an estimated $8.13M.
- 149 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2022, up from 136 in Q3 2022.
- Funds reported $1.31B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2022, up 3.3% quarter-over-quarter.
- 23 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2022 and 7 closed out, a net change of +16 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $14.5M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2022 was Morgan Stanley, an estimated $8.13M sold.
Based on aggregated 13F filings for Q4 2022.