VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
35 hedge funds and large institutions have $186M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.
163% more capital invested
Capital invested by funds: $70.6M → $186M (+$115M)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
17.34% more ownership
Funds ownership: 44.34% → 61.68% (+17%)
17% more funds holding
Funds holding: 30 → 35 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$84.5M |
| 2 |
Morgan Stanley
New York
|
+$9.53M |
| 3 |
Rockefeller Capital Management
New York
|
+$4.64M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.03M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.39M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$342K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$308K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SG
26
StoneX Group
New York
| $480K | +$467K | +10,440 | New |
|
|
PFBT
27
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $456K | +$444K | +9,935 | New |
|
|
BTS
28
BB&T Securities
Richmond,
Virginia
| $364K | +$129K | +2,891 | +57% |
|
29
US Bancorp
Minneapolis,
Minnesota
| $346K | -$35.3K | -790 | -9% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $195K | -$342K | -7,661 | -64% |
|
|
FHA
31
Flagship Harbor Advisors
Boston,
Massachusetts
| $72K | -$27.6K | -617 | -28% |
|
|
AIM
32
Advantage Investment Management
Cedar Rapids,
Iowa
| $10K | +$9.7K | +217 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $7K | +$5.09K | +114 | +308% |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$5.32K | +119 | New |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.39M | -33,714 | Closed |
|
|
36
HighTower Advisors
Chicago,
Illinois
| – | -$221K | -5,339 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$45 | +1 | New |
|
CDL Hedge Fund Activity: Q1 2019 in Review
35 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2019, worth a combined $186M — up 163% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CDL positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $84.5M. The largest seller was Royal Bank of Canada, cutting an estimated $3.73M.
- 35 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $186M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2019, up 163% quarter-over-quarter.
- 9 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2019 and 4 closed out, a net change of +5 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2019 was LPL Financial, an estimated $84.5M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2019 was Royal Bank of Canada, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2019.