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VictoryShares US Large Cap High Div Volatility Wtd ETF

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: 5760 (+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
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%