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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

51 hedge funds and large institutions have $166M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $145M → $166M (+$20.6M)

8.73% more ownership

Funds ownership: 40.73% → 49.46% (+8.7%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

7% less funds holding

Funds holding: 55 → 51 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$22.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.24M
3
Morgan Stanley
Morgan Stanley
New York
+$3M
4
SAG
SageView Advisory Group
California
+$780K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$648K

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$3.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
3
LFAS
Level Four Advisory Services
Texas
-$1.19M
4
MAG
Members Advisory Group
New York
-$826K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$684K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$992K -$26.3K -430 -3%
FPCP
27
Fort Point Capital Partners
California
$830K – – –
SAG
28
SageView Advisory Group
California
$778K +$780K +12,742 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$772K -$1.53M -25,067 -66%
IWC
30
Integrated Wealth Concepts
Massachusetts
$598K -$2.33K -38 -0.4%
YWS
31
Yarger Wealth Strategies
Ohio
$481K +$3.73K +61 +0.8%
SWP
32
Stratos Wealth Partners
Ohio
$439K -$17.5K -286 -4%
Comerica Bank
33
Comerica Bank
Texas
$373K – – –
Jones Financial Companies
34
Jones Financial Companies
Missouri
$324K +$325K +5,301 New
EBA
35
Eagle Bay Advisors
New York
$282K – – –
PTC
36
Private Trust Company
Ohio
$257K – – –
PCS
37
Private Client Services
Kentucky
$240K +$3.49K +57 +1%
NSIM
38
North Star Investment Management
Illinois
$228K – – –
EWA
39
EverSource Wealth Advisors
Alabama
$225K -$24.9K -406 -10%
IWM
40
IHT Wealth Management
Illinois
$206K +$673 +11 +0.3%
HWP
41
Highline Wealth Partners
California
$132K -$115K -1,886 -47%
NA
42
NewEdge Advisors
Louisiana
$63.7K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$60.7K – – –
ACA
44
Aptus Capital Advisors
Alabama
$56K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$45.5K – – –
NS
46
NBC Securities
Alabama
$39K – – –
AAG
47
Armstrong Advisory Group
Massachusetts
$27.1K – – –
Citigroup
48
Citigroup
New York
$26.4K – – –
AFG
49
Albion Financial Group
Utah
$18.3K +$18.4K +300 New
IAIM
50
International Assets Investment Management
Florida
$12.2K +$12.2K +200 New
1
2
3

CDL Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q2 2024, worth a combined $166M — up 14% from $145M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CDL and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 16 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $22.8M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $3.25M sold.

  • 51 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q2 2024, down from 55 in Q1 2024.
  • Funds reported $166M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q2 2024 and 9 closed out, a net change of -4 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $22.8M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q2 2024 was Lincoln National Corp, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2024.