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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

98 hedge funds and large institutions have $471M invested in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9798 (+1)

0.04% more ownership

Funds ownership: 67.03%67.07% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $499M → $471M (-$27.6M)

50% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 48

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
24
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.2M -$6.6M -99,892 -8%
Raymond James Financial
2
Raymond James Financial
Florida
$44.3M -$3.7M -56,081 -8%
Bank of America
3
Bank of America
North Carolina
$38.1M -$599K -9,076 -2%
LPL Financial
4
LPL Financial
California
$35.5M -$2.45M -37,044 -6%
SOS
5
Silver Oak Securities
Tennessee
$32.2M -$909K -13,770 -3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$29.3M -$1.79M -27,088 -6%
AFW
7
Atlantic Family Wealth
Florida
$25.4M +$119K +1,802 +0.5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$20.1M -$1.46M -22,145 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17.8M -$1.36M -20,563 -7%
Wells Fargo
10
Wells Fargo
California
$14.7M -$164K -2,490 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.5M -$107K -1,618 -0.9%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$11M +$9.74M +147,503 +739%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.8M -$775K -11,732 -7%
Ameriprise
14
Ameriprise
Minnesota
$7.63M -$31.6K -479 -0.4%
GWAG
15
Garrett Wealth Advisory Group
Texas
$7.53M -$277K -4,202 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$7.08M -$164K -2,482 -2%
UBS Group
17
UBS Group
Switzerland
$6.91M +$63.2K +957 +0.9%
Goldman Sachs
18
Goldman Sachs
New York
$6.67M +$2.89M +43,745 +76%
NA
19
NewEdge Advisors
Louisiana
$6.48M +$514K +7,784 +9%
PAG
20
Private Advisor Group
New Jersey
$5.43M -$296K -4,478 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.16M -$175K -2,643 -4%
SB
22
Strategic Blueprint
Georgia
$3.94M +$161K +2,441 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.58M -$1.35M -20,522 -27%
Citadel Advisors
24
Citadel Advisors
Florida
$3.28M +$233K +3,534 +8%
Truist Financial
25
Truist Financial
North Carolina
$2.57M +$52.3K +792 +2%