VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
24 hedge funds and large institutions have $58.7M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more funds holding
Funds holding: 22 → 24 (+2)
3.15% more ownership
Funds ownership: 39.88% → 43.03% (+3.2%)
3% more capital invested
Capital invested by funds: $57.2M → $58.7M (+$1.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.79M |
| 4 |
Morgan Stanley
New York
|
+$1.69M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$895K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.88M |
| 2 |
Jane Street
New York
|
-$2.03M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$914K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$313K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$914K | -20,704 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$313K | -7,087 | Closed |
|
|
28
Stifel Financial
St. Louis,
Missouri
| – | -$230K | -5,210 | Closed |
|
|
DSN
29
D. Scott Neal
Lexington,
Kentucky
| – | -$16K | -363 | Closed |
|
CDL Hedge Fund Activity: Q2 2018 in Review
24 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q2 2018, worth a combined $58.7M — up 2.6% from $57.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CDL positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $5.18M. The largest seller was Royal Bank of Canada, cutting an estimated $6.88M.
- 24 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q2 2018, up from 22 in Q1 2018.
- Funds reported $58.7M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q2 2018, up 2.6% quarter-over-quarter.
- 7 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q2 2018 and 5 closed out, a net change of +2 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $5.18M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q2 2018 was Royal Bank of Canada, an estimated $6.88M sold.
Based on aggregated 13F filings for Q2 2018.