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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

60 hedge funds and large institutions have $166M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $149M → $166M (+$17.2M)

7.1% more ownership

Funds ownership: 41.87% → 48.97% (+7.1%)

5% more funds holding

Funds holding: 57 → 60 (+3)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
12
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.09M
2
Ameriprise
Ameriprise
Minnesota
+$1.03M
3
Morgan Stanley
Morgan Stanley
New York
+$755K
4
LPL Financial
LPL Financial
California
+$712K
5
VC
Vicus Capital
Pennsylvania
+$258K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
2
MAG
Members Advisory Group
New York
-$1.48M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$1.38M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.04M -$20.9K -308 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$954K -$2.02M -29,757 -67%
FPCP
28
Fort Point Capital Partners
California
$888K – – –
IWC
29
Integrated Wealth Concepts
Massachusetts
$659K +$23.6K +349 +4%
SG
30
StoneX Group
New York
$615K -$16K -236 -2%
SWP
31
Stratos Wealth Partners
Ohio
$580K -$12.4K -183 -2%
KFGK
32
Keystone Financial Group (Kentucky)
Kentucky
$532K -$56.4K -832 -9%
YWS
33
Yarger Wealth Strategies
Ohio
$524K +$5.69K +84 +1%
HA
34
Huntleigh Advisors
Missouri
$400K +$415K +6,117 New
Comerica Bank
35
Comerica Bank
Texas
$387K -$12.9K -191 -3%
SAG
36
SageView Advisory Group
California
$311K -$468K -6,908 -59%
WWM
37
Western Wealth Management
Colorado
$307K – – –
EBA
38
Eagle Bay Advisors
New York
$302K – – –
PCS
39
Private Client Services
Kentucky
$291K +$19.3K +285 +7%
PTC
40
Private Trust Company
Ohio
$275K – – –
GSWM
41
Golden State Wealth Management
California
$268K +$278K +4,096 New
VC
42
Vicus Capital
Pennsylvania
$248K +$258K +3,803 New
NSIM
43
North Star Investment Management
Illinois
$244K – – –
EWA
44
EverSource Wealth Advisors
Alabama
$235K -$99.4K -1,467 -29%
IWM
45
IHT Wealth Management
Illinois
$215K -$23.1K -341 -9%
GVAG
46
Great Valley Advisor Group
Delaware
$210K -$58.5K -864 -21%
NAS
47
Nicolet Advisory Services
Wisconsin
$207K -$949 -14 -0.4%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$93.3K +$42.2K +623 +77%
SPIA
49
Steward Partners Investment Advisory
New York
$75.1K +$11.9K +175 +18%
NA
50
NewEdge Advisors
Louisiana
$64.6K -$3.73K -55 -5%
1
2
3

CDL Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2024, worth a combined $166M — up 12% from $149M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CDL positions and 5 closed out — a net gain of 6 holders — while 12 added to existing stakes and 28 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.09M. The largest seller was Susquehanna International Group, cutting an estimated $2.02M.

  • 60 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $166M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 11 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.09M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2024.