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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

104 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, 17 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.49% less ownership

Funds ownership: 70.81%63.32% (-7.5%)

11% less funds holding

Funds holding: 117104 (-13)

20% less capital invested

Capital invested by funds: $725M → $579M (-$147M)

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: 31 (-2)

75% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 68

Holders
104
Holders Change
-13
Holders Change %
-11.11%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
17
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.8M -$78.2M -1,382,264 -51%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$69.1M +$3.64M +64,385 +6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$50.4M -$2.21M -39,022 -4%
LPL Financial
4
LPL Financial
California
$45.9M -$18.5M -327,945 -30%
Bank of America
5
Bank of America
North Carolina
$38.6M -$1.47M -25,959 -4%
SOS
6
Silver Oak Securities
Tennessee
$31.2M -$1.95M -34,404 -6%
Ameriprise
7
Ameriprise
Minnesota
$30.9M -$11M -193,965 -27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25.2M -$13.8M -243,141 -36%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$16.8M -$334K -5,910 -2%
UBS Group
10
UBS Group
Switzerland
$15.2M -$5.2M -91,925 -26%
AAS
11
Avantax Advisory Services
Texas
$13.2M -$4.53M -80,046 -26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.9M -$5.39M -95,353 -32%
Wells Fargo
13
Wells Fargo
California
$11.9M -$564K -9,977 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11M +$2.64M +46,758 +34%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.5M +$280K +4,949 +3%
SPG
16
Strategic Planning Group
Utah
$9.94M +$944K +16,701 +11%
PAG
17
Private Advisor Group
New Jersey
$9.18M -$3.24M -57,269 -27%
IWC
18
Integrated Wealth Concepts
Massachusetts
$8.34M -$458K -8,097 -5%
GWAG
19
Garrett Wealth Advisory Group
Texas
$7.67M -$302K -5,349 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.44M -$2.57M -45,456 -27%
RJA
21
Raymond James & Associates
Florida
$6.42M -$994K -17,582 -14%
Stifel Financial
22
Stifel Financial
Missouri
$5.71M -$1.02M -18,091 -16%
MCC
23
Money Concepts Capital
Florida
$4.87M -$923K -16,323 -17%
MG
24
Mather Group
Illinois
$3.65M -$17.6K -312 -0.5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.32M +$2.95M +52,206 +1,476%