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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

111 hedge funds and large institutions have $758M 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, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.11% less ownership

Funds ownership: 66.44%58.33% (-8.1%)

15% less funds holding

Funds holding: 131111 (-20)

29% less capital invested

Capital invested by funds: $1.06B → $758M (-$304M)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

70% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 74

76% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 25

Holders
111
Holders Change
-20
Holders Change %
-15.27%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
6
Increased
22
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86.4M -$1.18M -20,683 -1%
LPL Financial
2
LPL Financial
California
$70.5M -$16.4M -288,059 -19%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$56.1M -$9.53M -167,609 -14%
Ameriprise
4
Ameriprise
Minnesota
$54.6M -$9.12M -160,373 -14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.1M -$8.53M -149,951 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$41.3M -$9.48M -166,734 -18%
Bank of America
7
Bank of America
North Carolina
$40.1M -$5.84M -102,740 -13%
SOS
8
Silver Oak Securities
Tennessee
$34.9M -$1.89M -33,147 -5%
UBS Group
9
UBS Group
Switzerland
$25.8M -$6.46M -113,656 -20%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$22.1M -$2.45M -43,130 -10%
AAS
11
Avantax Advisory Services
Texas
$21.4M -$1.14M -19,987 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.2M -$1.32M -23,233 -6%
Wells Fargo
13
Wells Fargo
California
$15.3M -$4.49M -78,874 -22%
PAG
14
Private Advisor Group
New Jersey
$14.4M -$4.01M -70,583 -22%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.7M -$6.53M -114,803 -32%
RW
16
Regimen Wealth
Georgia
$12.9M +$393K +6,909 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$10.3M -$598K -10,507 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$10M -$1.22M -21,410 -11%
IWC
19
Integrated Wealth Concepts
Massachusetts
$8.85M -$74.7K -1,314 -0.8%
GWAG
20
Garrett Wealth Advisory Group
Texas
$8.35M -$250K -4,398 -3%
SMC
21
Smith, Moore & Co
Missouri
$8.29M -$1.35M -23,732 -14%
RJA
22
Raymond James & Associates
Florida
$7.65M -$3.29M -57,904 -30%
Stifel Financial
23
Stifel Financial
Missouri
$6.71M -$6.31M -110,957 -48%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$6.69M -$5.41M -95,187 -44%
PWM
25
Provident Wealth Management
Tennessee
$6.38M -$177K -3,106 -3%