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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

97 hedge funds and large institutions have $532M 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, 25 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9997 (-2)

6.7% less ownership

Funds ownership: 70.81%64.1% (-6.7%)

7% less capital invested

Capital invested by funds: $574M → $532M (-$42.4M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

47% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 47

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
25
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.1M +$1.81M +29,252 +2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$54.5M -$93.5M -1,508,409 -64%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$49.9M -$4.45M -71,769 -9%
LPL Financial
4
LPL Financial
California
$45M -$2.01M -32,468 -4%
Bank of America
5
Bank of America
North Carolina
$42.3M +$552K +8,915 +1%
SOS
6
Silver Oak Securities
Tennessee
$32.3M -$60.3K -973 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.8M -$3.18M -51,301 -14%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$18.7M +$286K +4,619 +2%
Wells Fargo
9
Wells Fargo
California
$16.2M +$178K +2,878 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.2M +$1.04M +16,865 +10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12.1M +$415K +6,697 +4%
SPG
12
Strategic Planning Group
Utah
$11.8M +$341K +5,512 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.5M -$7.19K -116 -0.1%
Ameriprise
14
Ameriprise
Minnesota
$10.5M -$402K -6,486 -4%
GWAG
15
Garrett Wealth Advisory Group
Texas
$8.13M +$31.2K +504 +0.4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.81M -$527K -8,514 -7%
UBS Group
17
UBS Group
Switzerland
$7.41M -$1.07M -17,235 -13%
PAG
18
Private Advisor Group
New Jersey
$7.03M -$428K -6,915 -6%
RJA
19
Raymond James & Associates
Florida
$6.94M -$64.5K -1,041 -1%
Stifel Financial
20
Stifel Financial
Missouri
$5.32M -$226K -3,654 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.89M -$232K -3,737 -5%
MCC
22
Money Concepts Capital
Florida
$3.75M -$713K -11,516 -17%
AAS
23
Avantax Advisory Services
Texas
$3.67M -$1.34M -21,597 -28%
P
24
&Partners
Tennessee
$3.65M +$3.07M +49,598 +770%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.43M -$144K -2,332 -4%