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VictoryShares US Large Cap High Div Volatility Wtd ETF

56 hedge funds and large institutions have $171M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $139M → $171M (+$32.4M)

8.3% more ownership

Funds ownership: 41%49.3% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 5856 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
26
Closed
9
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
$998K +$14.6K +266 +2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$893K +$841K +15,275 New
FPCP
28
Fort Point Capital Partners
California
$795K
SAG
29
SageView Advisory Group
California
$792K -$14.5K -263 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$643K
IWC
31
Integrated Wealth Concepts
Massachusetts
$586K -$59.6K -1,083 -10%
KFGK
32
Keystone Financial Group (Kentucky)
Kentucky
$525K -$2.81K -51 -0.6%
SWP
33
Stratos Wealth Partners
Ohio
$460K -$17.5K -318 -4%
YWS
34
Yarger Wealth Strategies
Ohio
$454K -$24.2K -439 -5%
HWP
35
Highline Wealth Partners
California
$449K -$980K -17,806 -70%
GVAG
36
Great Valley Advisor Group
Delaware
$411K +$387K +7,022 New
Osaic Holdings
37
Osaic Holdings
Arizona
$383K -$33.7K -612 -9%
Comerica Bank
38
Comerica Bank
Texas
$367K -$18.8K -341 -5%
EWA
39
EverSource Wealth Advisors
Alabama
$294K -$410K -7,444 -60%
CAN
40
Cetera Advisor Networks
California
$284K -$17.3K -315 -6%
PTC
41
Private Trust Company
Ohio
$271K -$4.02K -73 -2%
RJT
42
Raymond James Trust
Florida
$251K
EBA
43
Eagle Bay Advisors
New York
$244K
NSIM
44
North Star Investment Management
Illinois
$218K
PCS
45
Private Client Services
Kentucky
$206K +$194K +3,522 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$110K +$83.5K +1,516 +413%
NA
47
NewEdge Advisors
Louisiana
$61K +$57.5K +1,044 New
SPIA
48
Steward Partners Investment Advisory
New York
$55.8K
NS
49
NBC Securities
Alabama
$37K
TPCW
50
TD Private Client Wealth
New York
$32.7K +$30.8K +560 New