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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC

99 hedge funds and large institutions have $574M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.49% more ownership

Funds ownership: 63.32% → 70.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $579M → $574M (-$4.39M)

5% less funds holding

Funds holding: 104 → 99 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 51

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
18
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.6M
2
Wells Fargo
Wells Fargo
California
+$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.52M
4
SPG
Strategic Planning Group
Utah
+$504K
5
P
&Partners
Tennessee
+$378K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$20.5M
2
AAS
Avantax Advisory Services
Texas
-$8.46M
3
UBS Group
UBS Group
Switzerland
-$7.3M
4
Morgan Stanley
Morgan Stanley
New York
-$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$137M +$69.6M +1,186,062 +102%
Morgan Stanley
2
Morgan Stanley
New York
$72.3M -$4.22M -71,863 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$49.2M -$350K -5,961 -0.7%
LPL Financial
4
LPL Financial
California
$42.5M -$2.7M -45,963 -6%
Bank of America
5
Bank of America
North Carolina
$37.6M -$397K -6,755 -1%
SOS
6
Silver Oak Securities
Tennessee
$29.3M -$1.41M -24,069 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.8M -$3.05M -52,006 -12%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$16.6M +$11.2K +191 +0.1%
Wells Fargo
9
Wells Fargo
California
$14.4M +$2.75M +46,922 +24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.5M +$184K +3,138 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.4M -$485K -8,267 -4%
SPG
12
Strategic Planning Group
Utah
$10.3M +$504K +8,585 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10M -$1.75M -29,852 -15%
Ameriprise
14
Ameriprise
Minnesota
$9.87M -$20.5M -349,951 -68%
UBS Group
15
UBS Group
Switzerland
$7.68M -$7.3M -124,361 -49%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.54M -$671K -11,426 -8%
GWAG
17
Garrett Wealth Advisory Group
Texas
$7.3M -$245K -4,182 -3%
PAG
18
Private Advisor Group
New Jersey
$6.74M -$2.29M -39,049 -25%
RJA
19
Raymond James & Associates
Florida
$6.32M -$3.52K -60 -0.1%
Stifel Financial
20
Stifel Financial
Missouri
$5.01M -$609K -10,379 -11%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.62M -$2.71M -46,141 -37%
AAS
22
Avantax Advisory Services
Texas
$4.57M -$8.46M -144,036 -65%
MCC
23
Money Concepts Capital
Florida
$4.05M -$734K -12,507 -15%
MG
24
Mather Group
Illinois
$3.84M +$2.29K +39 +0.1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.23M -$32.9K -561 -1%
1
2 3 4 5

CDC Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2024, worth a combined $574M — down 0.76% from $579M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CDC and 9 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 18 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $69.6M. The largest seller was Ameriprise, cutting an estimated $20.5M.

  • 99 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2024, down from 104 in Q1 2024.
  • Funds reported $574M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2024, down 0.76% quarter-over-quarter.
  • 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $69.6M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2024 was Ameriprise, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2024.