VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
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, 25 increasing their positions, 48 reducing their positions, and 7 closing their positions.
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 (+$39.4M)
4% more funds holding
Funds holding: 98 → 102 (+4)
3.84% more ownership
Funds ownership: 62.6% → 66.44% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
48% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFW
Atlantic Family Wealth
Coral Gables,
Florida
|
+$21.3M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
+$4.06M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$3.48M |
| 4 |
Morgan Stanley
New York
|
+$2.37M |
| 5 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.25M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.96M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.02M |
| 4 |
STA
Smith Thornton Advisors
Huntsville,
Alabama
|
-$2.01M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.17M |
CDC Hedge Fund Activity: Q1 2025 in Review
102 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q1 2025, worth a combined $519M — up 8.2% from $480M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CDC positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 48 trimmed.
The largest buyer was Atlantic Family Wealth, adding an estimated $21.3M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $6.25M.
- 102 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q1 2025, up from 98 in Q4 2024.
- Funds reported $519M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q1 2025, up 8.2% quarter-over-quarter.
- 13 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q1 2025 and 7 closed out, a net change of +6 holders.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q1 2025 was Atlantic Family Wealth, an estimated $21.3M added.
- The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $6.25M sold.
Based on aggregated 13F filings for Q1 2025.