VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
118 hedge funds and large institutions have $650M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 78 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
5% more funds holding
Funds holding: 112 → 118 (+6)
5.19% more ownership
Funds ownership: 58.41% → 63.6% (+5.2%)
14% less capital invested
Capital invested by funds: $759M → $650M (-$109M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
81% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.1M |
| 3 |
Renaissance Technologies
New York
|
+$2.63M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.56M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.8M |
| 2 |
Morgan Stanley
New York
|
-$11.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$9.05M |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$7.96M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.4M |
CDC Hedge Fund Activity: Q4 2023 in Review
118 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2023, worth a combined $650M — down 14% from $759M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CDC positions and 8 closed out — a net gain of 7 holders — while 15 added to existing stakes and 78 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.13M. The largest seller was Ameriprise, cutting an estimated $14.8M.
- 118 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2023, up from 112 in Q3 2023.
- Funds reported $650M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2023, down 14% quarter-over-quarter.
- 15 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2023 and 8 closed out, a net change of +7 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $5.13M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2023 was Ameriprise, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2023.