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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

97 hedge funds and large institutions have $487M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 66.46%66.49% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 10297 (-5)

6% less capital invested

Capital invested by funds: $519M → $487M (-$32.1M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

43% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 47

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
27
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.2M -$2.05M -32,919 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$48.3M -$4.73M -75,836 -9%
LPL Financial
3
LPL Financial
California
$38.2M -$1.12M -17,883 -3%
Bank of America
4
Bank of America
North Carolina
$36.8M +$366K +5,869 +1%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$32.3M -$606K -9,706 -2%
SOS
6
Silver Oak Securities
Tennessee
$31.8M -$843K -13,513 -3%
AFW
7
Atlantic Family Wealth
Florida
$23.9M +$252K +4,036 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$20.3M +$1.25M +20,080 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.8M +$388K +6,222 +2%
Wells Fargo
10
Wells Fargo
California
$15.2M -$79K -1,265 -0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.6M -$51.5K -825 -0.5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.9M -$2.53M -40,527 -19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.6M -$362K -5,802 -3%
Ameriprise
14
Ameriprise
Minnesota
$9.14M -$1.28M -20,464 -12%
GWAG
15
Garrett Wealth Advisory Group
Texas
$7.72M -$44.3K -710 -0.6%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.22M -$196K -3,137 -3%
UBS Group
17
UBS Group
Switzerland
$6.76M -$2.14M -34,234 -24%
PAG
18
Private Advisor Group
New Jersey
$5.96M -$102K -1,635 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.83M +$788K +12,623 +20%
Stifel Financial
20
Stifel Financial
Missouri
$4.63M +$191K +3,054 +4%
Goldman Sachs
21
Goldman Sachs
New York
$3.88M +$549K +8,788 +17%
SB
22
Strategic Blueprint
Georgia
$3.48M +$33.1K +531 +1%
MCC
23
Money Concepts Capital
Florida
$3.28M -$244K -3,911 -7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.23M +$110K +1,755 +4%
P
25
&Partners
Tennessee
$3.02M -$4.24K -68 -0.1%

CDC Hedge Fund Activity: Q2 2025 in Review

97 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q2 2025, worth a combined $487M — down 6.2% from $519M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CDC and 7 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 27 added.

The largest buyer was Citadel Advisors, adding an estimated $2.37M. The largest seller was Raymond James Financial, cutting an estimated $4.73M.

  • 97 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q2 2025, down from 102 in Q1 2025.
  • Funds reported $487M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 7 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q2 2025 was Citadel Advisors, an estimated $2.37M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q2 2025 was Raymond James Financial, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2025.