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VictoryShares US Large Cap High Div Volatility Wtd ETF

56 hedge funds and large institutions have $144M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.62% less ownership

Funds ownership: 42.22%40.6% (-1.6%)

2% less funds holding

Funds holding: 5756 (-1)

7% less capital invested

Capital invested by funds: $155M → $144M (-$10.5M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
22
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
26
Sloy Dahl & Holst
Washington
$1.03M +$14.1K +250 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$949K -$311K -5,517 -25%
IWC
28
Integrated Wealth Concepts
Massachusetts
$810K +$22.2K +393 +3%
SAG
29
SageView Advisory Group
California
$785K -$424K -7,509 -35%
EWA
30
EverSource Wealth Advisors
Alabama
$780K +$717K +12,707 +1,178%
FPCP
31
Fort Point Capital Partners
California
$769K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$729K +$44.3K +785 +6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$622K
BFEC
34
Benjamin F. Edwards & Company
Missouri
$607K +$36.9K +654 +6%
TFS
35
Thoroughbred Financial Services
Tennessee
$546K -$16.9K -300 -3%
UBS Group
36
UBS Group
Switzerland
$544K -$37.7K -669 -7%
SWP
37
Stratos Wealth Partners
Ohio
$530K +$7.05K +125 +1%
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$511K +$509K +9,031 New
YWS
39
Yarger Wealth Strategies
Ohio
$460K +$3.44K +61 +0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$412K +$56.6K +1,004 +16%
Osaic Holdings
41
Osaic Holdings
Arizona
$390K -$81.6K -1,446 -17%
CAN
42
Cetera Advisor Networks
California
$302K +$564 +10 +0.2%
NAS
43
Nicolet Advisory Services
Wisconsin
$279K +$43.8K +777 +19%
RJT
44
Raymond James Trust
Florida
$243K
EBA
45
Eagle Bay Advisors
New York
$236K
PTC
46
Private Trust Company
Ohio
$228K +$20.3K +359 +10%
NSIM
47
North Star Investment Management
Illinois
$211K -$72.3K -1,282 -26%
IWM
48
IHT Wealth Management
Illinois
$201K -$12.8K -227 -6%
SPIA
49
Steward Partners Investment Advisory
New York
$65.1K -$790 -14 -1%
AAG
50
Armstrong Advisory Group
Massachusetts
$25.1K