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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

102 hedge funds and large institutions have $519M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $480M → $519M (+$39.5M)

4% more funds holding

Funds holding: 98102 (+4)

3.86% more ownership

Funds ownership: 62.6%66.46% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

45% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 47

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
26
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.9M +$2.37M +36,831 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$54.8M -$2.02M -31,373 -4%
LPL Financial
3
LPL Financial
California
$40.6M -$3.96M -61,452 -9%
Bank of America
4
Bank of America
North Carolina
$37.6M -$56.1K -871 -0.2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$34M -$6.25M -97,145 -16%
SOS
6
Silver Oak Securities
Tennessee
$33.3M +$55.3K +859 +0.2%
AFW
7
Atlantic Family Wealth
Florida
$24.3M +$21.3M +330,763 +831%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20M -$391K -6,072 -2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$19.6M +$141K +2,185 +0.7%
Wells Fargo
10
Wells Fargo
California
$15.8M -$199K -3,083 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$13.9M -$472K -7,338 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12M -$178K -2,757 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.4M -$76.9K -1,195 -0.7%
Ameriprise
14
Ameriprise
Minnesota
$10.8M +$192K +2,979 +2%
UBS Group
15
UBS Group
Switzerland
$9.22M +$1.59M +24,772 +21%
GWAG
16
Garrett Wealth Advisory Group
Texas
$8.01M -$80.8K -1,255 -1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$7.66M -$397K -6,161 -5%
PAG
18
Private Advisor Group
New Jersey
$6.25M -$530K -8,236 -8%
Stifel Financial
19
Stifel Financial
Missouri
$4.57M -$305K -4,735 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.15M -$9.53K -148 -0.2%
BWG
21
Beta Wealth Group
California
$4.14M +$4.06M +63,055 New
MCC
22
Money Concepts Capital
Florida
$3.64M -$13.1K -204 -0.4%
SB
23
Strategic Blueprint
Georgia
$3.55M +$3.48M +54,066 New
Goldman Sachs
24
Goldman Sachs
New York
$3.43M +$726K +11,276 +28%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.21M +$27.9K +433 +0.9%