VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
140 hedge funds and large institutions have $1.25B invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 20 closing their positions.
0.05% more ownership
Funds ownership: 66.02% → 66.07% (+0.05%)
4% less capital invested
Capital invested by funds: $1.31B → $1.25B (-$58.4M)
6% less funds holding
Funds holding: 149 → 140 (-9)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
23% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.9M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$7.6M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$6.64M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.16M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.93M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.11M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.69M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.07M |
CDC Hedge Fund Activity: Q1 2023 in Review
140 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2023, worth a combined $1.25B — down 4.5% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of CDC and 16 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 48 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $14.9M. The largest seller was Ameriprise, cutting an estimated $13.2M.
- 140 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2023, down from 149 in Q4 2022.
- Funds reported $1.25B of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2023, down 4.5% quarter-over-quarter.
- 16 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2023 and 20 closed out, a net change of -4 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $14.9M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2023 was Ameriprise, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2023.