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VictoryShares US Large Cap High Div Volatility Wtd ETF

64 hedge funds and large institutions have $148M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

39% more funds holding

Funds holding: 4664 (+18)

29% more capital invested

Capital invested by funds: $115M → $148M (+$33.1M)

3.54% more ownership

Funds ownership: 40.42%43.96% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
64
Holders Change
+18
Holders Change %
+39.13%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
27
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$1.09M +$1.08M +18,571 New
SDH
27
Sloy Dahl & Holst
Washington
$1.06M
SG
28
StoneX Group
New York
$804K +$2.08K +36 +0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$739K +$36K +621 +5%
EP
30
Eudaimonia Partners
Tennessee
$720K +$340K +5,869 +92%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$648K
TFS
32
Thoroughbred Financial Services
Tennessee
$568K +$559K +9,655 New
SWP
33
Stratos Wealth Partners
Ohio
$560K +$16.9K +292 +3%
UBS Group
34
UBS Group
Switzerland
$549K -$42.9K -741 -7%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$532K
RJFSA
36
Raymond James Financial Services Advisors
Florida
$531K +$238K +4,110 +84%
Osaic Holdings
37
Osaic Holdings
Arizona
$531K +$251K +4,331 +92%
EAM
38
Empirical Asset Management
Massachusetts
$518K +$509K +8,791 New
Citadel Advisors
39
Citadel Advisors
Florida
$517K +$508K +8,772 New
YWS
40
Yarger Wealth Strategies
Ohio
$473K +$5.27K +91 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$417K +$18.4K +318 +5%
IWC
42
Integrated Wealth Concepts
Massachusetts
$363K +$70.6K +1,219 +25%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$337K +$331K +5,721 New
CAN
44
Cetera Advisor Networks
California
$301K -$9.5K -164 -3%
KWM
45
Kingsview Wealth Management
Oregon
$300K +$296K +5,102 New
NSIM
46
North Star Investment Management
Illinois
$295K +$291K +5,017 New
CAM
47
Concorde Asset Management
Michigan
$287K -$114K -1,969 -29%
IWM
48
IHT Wealth Management
Illinois
$221K +$217K +3,747 New
PTC
49
Private Trust Company
Ohio
$216K
TF
50
TIAA FSB
Florida
$215K +$212K +3,654 New