VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
112 hedge funds and large institutions have $759M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 75 reducing their positions, and 25 closing their positions.
8.1% less ownership
Funds ownership: 66.52% → 58.41% (-8.1%)
15% less funds holding
Funds holding: 132 → 112 (-20)
29% less capital invested
Capital invested by funds: $1.06B → $759M (-$305M)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
71% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 75
76% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$3.09M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$716K |
| 3 |
RW
Regimen Wealth
Atlanta,
Georgia
|
+$393K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$343K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$110M |
| 2 |
LPL Financial
San Diego,
California
|
-$16.4M |
| 3 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
-$9.54M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$9.53M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.48M |
CDC Hedge Fund Activity: Q3 2023 in Review
112 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2023, worth a combined $759M — down 29% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of CDC and 6 opened new positions — a net loss of 19 holders — while 75 trimmed existing stakes and 22 added.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $3.09M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $110M.
- 112 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2023, down from 132 in Q2 2023.
- Funds reported $759M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2023, down 29% quarter-over-quarter.
- 6 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2023 and 25 closed out, a net change of -19 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2023 was Fermata Advisors, an estimated $3.09M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2023 was Retirement Planning Group (Kansas), an estimated $110M sold.
Based on aggregated 13F filings for Q3 2023.