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VictoryShares US Large Cap High Div Volatility Wtd ETF

58 hedge funds and large institutions have $139M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 5658 (+2)

0.4% more ownership

Funds ownership: 40.6%41% (+0.4%)

3% less capital invested

Capital invested by funds: $144M → $139M (-$4.9M)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$912K +$1.14K +20 +0.1%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$906K +$339K +5,957 +55%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$765K +$68.4K +1,203 +9%
SAG
29
SageView Advisory Group
California
$745K -$8.3K -146 -1%
FPCP
30
Fort Point Capital Partners
California
$738K
EWA
31
EverSource Wealth Advisors
Alabama
$677K -$75.1K -1,320 -10%
IWC
32
Integrated Wealth Concepts
Massachusetts
$603K -$183K -3,214 -22%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$597K
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$490K
YWS
35
Yarger Wealth Strategies
Ohio
$445K +$3.53K +62 +0.8%
SWP
36
Stratos Wealth Partners
Ohio
$445K -$66.4K -1,167 -12%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$410K +$16.2K +284 +4%
Osaic Holdings
38
Osaic Holdings
Arizona
$389K +$14.2K +250 +4%
Comerica Bank
39
Comerica Bank
Texas
$359K +$376K +6,612 New
CAN
40
Cetera Advisor Networks
California
$281K -$9.61K -169 -3%
Jane Street
41
Jane Street
New York
$278K +$291K +5,121 New
NAS
42
Nicolet Advisory Services
Wisconsin
$260K -$1.08K -19 -0.4%
TFS
43
Thoroughbred Financial Services
Tennessee
$260K -$277K -4,867 -50%
PTC
44
Private Trust Company
Ohio
$256K +$39.4K +693 +17%
RJT
45
Raymond James Trust
Florida
$233K
EBA
46
Eagle Bay Advisors
New York
$226K
NSIM
47
North Star Investment Management
Illinois
$203K
SPIA
48
Steward Partners Investment Advisory
New York
$51.8K -$11.1K -196 -17%
NS
49
NBC Securities
Alabama
$35K +$37K +650 New
AAG
50
Armstrong Advisory Group
Massachusetts
$24.1K