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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

46 hedge funds and large institutions have $115M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 44 → 46 (+2)

1.17% more ownership

Funds ownership: 39.24% → 40.42% (+1.2%)

4% more capital invested

Capital invested by funds: $111M → $115M (+$4.17M)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
23
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.01M
3
Goldman Sachs
Goldman Sachs
New York
+$1.9M
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$1.41M
5
AWM
Avaii Wealth Management
Wisconsin
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
SOS
Silver Oak Securities
Tennessee
-$2.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$751K
3
KWM
Kingsview Wealth Management
Oregon
-$678K
4
SWP
Stratos Wealth Partners
Ohio
-$294K
5
AWS
Atria Wealth Solutions
New York
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$488K -$294K -4,996 -35%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$479K – – –
LFAS
28
Level Four Advisory Services
Texas
$471K +$40.2K +682 +8%
YWS
29
Yarger Wealth Strategies
Ohio
$421K +$3.71K +63 +0.8%
CWM
30
Cornerstone Wealth Management
Missouri
$385K +$45K +764 +12%
CAM
31
Concorde Asset Management
Michigan
$363K -$42.1K -715 -9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$358K -$27.6K -468 -6%
EP
33
Eudaimonia Partners
Tennessee
$337K +$375K +6,361 New
CAN
34
Cetera Advisor Networks
California
$280K +$589 +10 +0.2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$262K +$19.2K +326 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$260K -$3.24K -55 -1%
Osaic Holdings
37
Osaic Holdings
Arizona
$250K +$143K +2,432 +107%
Brown Advisory
38
Brown Advisory
Maryland
$211K +$235K +3,990 New
WWM
39
Western Wealth Management
Colorado
$210K +$118 +2 +0.1%
BRWA
40
B. Riley Wealth Advisors
Florida
$210K +$10.7K +181 +5%
PTC
41
Private Trust Company
Ohio
$194K -$29.1K -494 -12%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$90K +$2.18K +37 +2%
Citigroup
43
Citigroup
New York
$21K +$23.2K +393 New
BlackRock
44
BlackRock
New York
$5K -$295 -5 -5%
CFGS
45
Concourse Financial Group Securities
Alabama
$3K +$3.12K +53 New
CTB
46
Country Trust Bank
Illinois
$2K – – –
SOS
47
Silver Oak Securities
Tennessee
– -$2.2M -37,605 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$751K -12,927 Closed
KWM
49
Kingsview Wealth Management
Oregon
– -$678K -11,673 Closed
AWS
50
Atria Wealth Solutions
New York
– -$255K -4,395 Closed
1
2
3

CDL Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q3 2022, worth a combined $115M — up 3.8% from $111M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CDL positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.4M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $2.2M sold.

  • 46 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q3 2022, up from 44 in Q2 2022.
  • Funds reported $115M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q3 2022, up 3.8% quarter-over-quarter.
  • 8 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q3 2022 was Morgan Stanley, an estimated $4.4M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q3 2022 was Silver Oak Securities, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2022.