VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
100 hedge funds and large institutions have $575M 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, 52 reducing their positions, and 12 closing their positions.
7.48% more ownership
Funds ownership: 63.43% → 70.9% (+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 → $575M (-$4.26M)
5% less funds holding
Funds holding: 105 → 100 (-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: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$69.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.52M |
| 4 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$504K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.5M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.3M |
| 4 |
Morgan Stanley
New York
|
-$4.22M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.05M |
CDC Hedge Fund Activity: Q2 2024 in Review
100 of the 6,935 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 $575M — down 0.74% 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 52 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.
- 100 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2024, down from 105 in Q1 2024.
- Funds reported $575M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2024, down 0.74% 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.