We are live on ! Find out more
CDC icon

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

139 hedge funds and large institutions have $1.22B 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, 47 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 66.02%66.01% (-0.01%)

7% less capital invested

Capital invested by funds: $1.31B → $1.22B (-$87.8M)

7% less funds holding

Funds holding: 149139 (-10)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
2.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
16
Increased
47
Reduced
62
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$117M +$6.16M +98,408 +5%
LPL Financial
2
LPL Financial
California
$109M -$9.93M -158,781 -8%
Morgan Stanley
3
Morgan Stanley
New York
$105M -$10.1K -162 -0%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$100M -$1.74M -27,738 -2%
Ameriprise
5
Ameriprise
Minnesota
$83.6M -$13.2M -211,484 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$57.6M -$3.76M -60,042 -6%
Bank of America
7
Bank of America
North Carolina
$53.4M +$1.7M +27,186 +3%
SOS
8
Silver Oak Securities
Tennessee
$40.6M +$1.39M +22,254 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$37.2M +$14.9M +238,025 +63%
Osaic Holdings
10
Osaic Holdings
Arizona
$32.8M +$65.9K +1,054 +0.2%
UBS Group
11
UBS Group
Switzerland
$30.1M -$1.01M -16,160 -3%
Wells Fargo
12
Wells Fargo
California
$28.5M -$8.11M -129,633 -22%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$27.3M +$840K +13,434 +3%
AAS
14
Avantax Advisory Services
Texas
$24.6M -$3.87M -61,882 -13%
PAG
15
Private Advisor Group
New Jersey
$20.9M -$943K -15,074 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$19.8M -$7.69M -122,942 -27%
Stifel Financial
17
Stifel Financial
Missouri
$16M -$1.06K -17 -0%
UW
18
Unique Wealth
Florida
$15.8M +$330K +5,271 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$13.6M +$1.43M +22,816 +11%
RW
20
Regimen Wealth
Georgia
$13.1M +$471K +7,531 +4%
Truist Financial
21
Truist Financial
North Carolina
$11.2M +$900K +14,383 +8%
RJA
22
Raymond James & Associates
Florida
$11M -$1.69M -27,094 -13%
PCFFS
23
Pacific Center for Financial Services
California
$10.5M +$10.8M +173,095 New
SMC
24
Smith, Moore & Co
Missouri
$10.5M -$855K -13,660 -7%
GWAG
25
Garrett Wealth Advisory Group
Texas
$9.59M -$145K -2,324 -1%