VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
105 hedge funds and large institutions have $579M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 68 reducing their positions, and 21 closing their positions.
0.17% less ownership
Funds ownership: 63.6% → 63.43% (-0.17%)
11% less capital invested
Capital invested by funds: $650M → $579M (-$70.5M)
11% less funds holding
Funds holding: 118 → 105 (-13)
62% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 21
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
74% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.64M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.95M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.64M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.74M |
| 5 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$944K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$18.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
| 4 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$6.43M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.98M |
CDC Hedge Fund Activity: Q1 2024 in Review
105 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2024, worth a combined $579M — down 11% from $650M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CDC and 8 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 18 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.64M. The largest seller was LPL Financial, cutting an estimated $18.5M.
- 105 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2024, down from 118 in Q4 2023.
- Funds reported $579M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 8 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2024 and 21 closed out, a net change of -13 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $3.64M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2024 was LPL Financial, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2024.