VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
98 hedge funds and large institutions have $533M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 47 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 100 → 98 (-2)
7% less capital invested
Capital invested by funds: $575M → $533M (-$42.4M)
7.83% less ownership
Funds ownership: 70.9% → 63.07% (-7.8%)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
45% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.12M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$3.07M |
| 3 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$2.4M |
| 4 |
Morgan Stanley
New York
|
+$1.81M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$93.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.18M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
-$2.13M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.01M |
CDC Hedge Fund Activity: Q3 2024 in Review
98 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2024, worth a combined $533M — down 7.4% from $575M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CDC and 7 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 26 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.12M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $93.5M.
- 98 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2024, down from 100 in Q2 2024.
- Funds reported $533M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2024, down 7.4% quarter-over-quarter.
- 7 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2024 and 8 closed out, a net change of -1 holder.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2024 was Citadel Advisors, an estimated $3.12M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $93.5M sold.
Based on aggregated 13F filings for Q3 2024.