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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

97 hedge funds and large institutions have $499M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more capital invested

Capital invested by funds: $487M → $499M (+$11.3M)

0.54% more ownership

Funds ownership: 66.49%67.03% (+0.54%)

0% more funds holding

Funds holding: 9797 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 52

Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
52
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
$82.9M -$1.12M -17,072 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$48.6M -$2.03M -30,944 -4%
Bank of America
3
Bank of America
North Carolina
$39.2M +$608K +9,278 +2%
LPL Financial
4
LPL Financial
California
$38.4M -$1.55M -23,632 -4%
SOS
5
Silver Oak Securities
Tennessee
$33.3M -$44.8K -684 -0.1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$31.5M -$2.36M -36,057 -7%
AFW
7
Atlantic Family Wealth
Florida
$25.6M +$595K +9,082 +2%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$570K +8,707 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.4M -$1.28M -19,554 -6%
Wells Fargo
10
Wells Fargo
California
$15.1M -$826K -12,617 -5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.8M +$393K +5,996 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.8M -$322K -4,923 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.7M -$441K -6,730 -4%
GWAG
14
Garrett Wealth Advisory Group
Texas
$7.91M -$177K -2,698 -2%
Ameriprise
15
Ameriprise
Minnesota
$7.77M -$1.77M -27,054 -19%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.34M -$226K -3,448 -3%
UBS Group
17
UBS Group
Switzerland
$6.94M -$139K -2,125 -2%
NA
18
NewEdge Advisors
Louisiana
$6.04M +$3.19M +48,686 +116%
PAG
19
Private Advisor Group
New Jersey
$5.8M -$434K -6,619 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.97M -$64.4K -983 -1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.39M +$985K +15,042 +30%
Goldman Sachs
22
Goldman Sachs
New York
$3.83M -$231K -3,530 -6%
SB
23
Strategic Blueprint
Georgia
$3.83M +$181K +2,768 +5%
MCC
24
Money Concepts Capital
Florida
$3.36M -$82.5K -1,260 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$3.08M +$298K +4,553 +11%

CDC Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) for Q3 2025, worth a combined $499M — up 2.3% from $487M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CDC positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 52 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.19M. The largest seller was Stifel Financial, cutting an estimated $2.43M.

  • 97 institutional investors held VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $499M of VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 9 funds opened new VictoryShares US EQ Income Enhanced Volatility Wtd ETF positions in Q3 2025 and 7 closed out, a net change of +2 holders.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $3.19M added.
  • The largest VictoryShares US EQ Income Enhanced Volatility Wtd ETF seller in Q3 2025 was Stifel Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2025.