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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

98 hedge funds and large institutions have $480M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 9798 (+1)

1.5% less ownership

Funds ownership: 64.1%62.6% (-1.5%)

10% less capital invested

Capital invested by funds: $532M → $480M (-$52M)

64% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 47

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.5M -$580K -8,934 -0.7%
Raymond James Financial
2
Raymond James Financial
Florida
$54.2M +$56.2M +865,902 New
LPL Financial
3
LPL Financial
California
$42.5M -$926K -14,264 -2%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$38.5M -$14.5M -223,469 -27%
Bank of America
5
Bank of America
North Carolina
$35.8M -$5.09M -78,466 -12%
SOS
6
Silver Oak Securities
Tennessee
$31.9M +$849K +13,082 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.4M -$681K -10,484 -3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$18.5M +$561K +8,634 +3%
Wells Fargo
9
Wells Fargo
California
$15.2M -$407K -6,265 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$13.7M +$2.06M +31,783 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.6M -$184K -2,830 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.9M -$186K -2,864 -2%
Ameriprise
13
Ameriprise
Minnesota
$10.1M -$64.1K -988 -0.6%
GWAG
14
Garrett Wealth Advisory Group
Texas
$7.71M -$123K -1,887 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.68M +$164K +2,519 +2%
UBS Group
16
UBS Group
Switzerland
$7.23M +$101K +1,560 +1%
PAG
17
Private Advisor Group
New Jersey
$6.47M -$316K -4,868 -4%
Stifel Financial
18
Stifel Financial
Missouri
$4.65M -$485K -7,472 -9%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.96M -$770K -11,858 -16%
MCC
20
Money Concepts Capital
Florida
$3.48M -$133K -2,047 -4%
AAS
21
Avantax Advisory Services
Texas
$3.04M -$507K -7,812 -14%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.03M -$284K -4,377 -8%
NA
23
NewEdge Advisors
Louisiana
$2.96M -$147K -2,257 -5%
P
24
&Partners
Tennessee
$2.83M -$681K -10,490 -19%
CG
25
Caprock Group
Idaho
$2.69M +$11.7K +180 +0.4%

CDC Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q4 2024, worth a combined $480M — down 9.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CDC positions and 13 closed out — a net gain of 3 holders — while 17 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.66M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.5M.

  • 98 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $480M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q4 2024, down 9.8% quarter-over-quarter.
  • 16 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.66M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.