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VictoryShares US Large Cap High Div Volatility Wtd ETF

57 hedge funds and large institutions have $149M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 5157 (+6)

7.58% less ownership

Funds ownership: 49.46%41.87% (-7.6%)

10% less capital invested

Capital invested by funds: $166M → $149M (-$17M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
26
Sloy Dahl & Holst
Washington
$1.19M -$28.4K -440 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$1.16M -$1.01M -15,567 -48%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.1M +$1.36K +21 +0.1%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.04M +$655K +10,133 +191%
FPCP
30
Fort Point Capital Partners
California
$922K
SAG
31
SageView Advisory Group
California
$792K -$69.2K -1,071 -8%
IWC
32
Integrated Wealth Concepts
Massachusetts
$661K -$3.94K -61 -0.6%
SG
33
StoneX Group
New York
$655K +$624K +9,655 New
SWP
34
Stratos Wealth Partners
Ohio
$615K +$121K +1,877 +26%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$609K +$580K +8,980 New
YWS
36
Yarger Wealth Strategies
Ohio
$539K +$4.33K +67 +0.9%
Comerica Bank
37
Comerica Bank
Texas
$415K
EWA
38
EverSource Wealth Advisors
Alabama
$343K +$102K +1,579 +45%
WWM
39
Western Wealth Management
Colorado
$319K +$304K +4,700 New
EBA
40
Eagle Bay Advisors
New York
$314K
PTC
41
Private Trust Company
Ohio
$286K
PCS
42
Private Client Services
Kentucky
$282K +$14.7K +227 +6%
GVAG
43
Great Valley Advisor Group
Delaware
$276K -$1.12M -17,371 -81%
NSIM
44
North Star Investment Management
Illinois
$253K
IWM
45
IHT Wealth Management
Illinois
$247K +$17.1K +264 +8%
NAS
46
Nicolet Advisory Services
Wisconsin
$219K +$210K +3,243 New
NA
47
NewEdge Advisors
Louisiana
$70.8K
SPIA
48
Steward Partners Investment Advisory
New York
$66.1K -$1.29K -20 -2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$54.7K +$3.88K +60 +8%
NS
50
NBC Securities
Alabama
$44K