VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
30 hedge funds and large institutions have $70.6M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
21% more capital invested
Capital invested by funds: $58.3M → $70.6M (+$12.3M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5.44% more ownership
Funds ownership: 38.9% → 44.34% (+5.4%)
3% more funds holding
Funds holding: 29 → 30 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.95M |
| 2 |
Morgan Stanley
New York
|
+$6.95M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$2.3M |
| 4 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$1.39M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$975K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$623K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$421K |
| 5 |
Citigroup
New York
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Claro Advisors
Boston,
Massachusetts
| $163K | +$156K | +3,525 | New |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $90K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $2K | -$928 | -21 | -36% |
|
|
29
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$421K | -9,132 | Closed |
|
|
30
Citigroup
New York
| – | -$391K | -8,464 | Closed |
|
31
Jane Street
New York
| – | -$313K | -6,776 | Closed |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$15K | -323 | Closed |
|
|
WAP
33
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$11K | -239 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | +$44 | +1 | New |
|
|
KCM
35
Karp Capital Management
Sausalito,
California
| – | +$530 | +12 | New |
|
CDL Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2018, worth a combined $70.6M — up 21% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CDL positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $8.95M. The largest seller was Royal Bank of Canada, cutting an estimated $2.09M.
- 30 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2018, up from 29 in Q3 2018.
- Funds reported $70.6M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2018, up 21% quarter-over-quarter.
- 6 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2018 and 5 closed out, a net change of +1 holder.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2018 was Bank of America, an estimated $8.95M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2018 was Royal Bank of Canada, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2018.