We are live on ! Find out more
CDL icon

VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

61 hedge funds and large institutions have $174M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 60 → 61 (+1)

5% more capital invested

Capital invested by funds: $166M → $174M (+$7.75M)

0.33% more ownership

Funds ownership: 48.97% → 49.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
19
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$7.35M
2
LPL Financial
LPL Financial
California
+$3.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.12M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.22M
2
Ameriprise
Ameriprise
Minnesota
-$2.92M
3
NPAN
Northeast Planning Associates NH
New Hampshire
-$2.37M
4
STA
Smith Thornton Advisors
Alabama
-$402K
5
HighTower Advisors
HighTower Advisors
Illinois
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
26
Fort Point Capital Partners
California
$931K – – –
IWC
27
Integrated Wealth Concepts
Massachusetts
$692K +$1.21K +18 +0.2%
Citadel Advisors
28
Citadel Advisors
Florida
$671K +$658K +9,796 New
SG
29
StoneX Group
New York
$645K +$269 +4 +0%
YWS
30
Yarger Wealth Strategies
Ohio
$553K +$2.96K +44 +0.5%
SWP
31
Stratos Wealth Partners
Ohio
$502K -$105K -1,560 -18%
Osaic Holdings
32
Osaic Holdings
Arizona
$479K -$3.22M -47,873 -87%
HA
33
Huntleigh Advisors
Missouri
$401K -$17.3K -257 -4%
NPAN
34
Northeast Planning Associates NH
New Hampshire
$399K -$2.37M -35,303 -86%
Comerica Bank
35
Comerica Bank
Texas
$392K -$13.3K -198 -3%
VC
36
Vicus Capital
Pennsylvania
$380K +$117K +1,746 +46%
SAG
37
SageView Advisory Group
California
$379K +$51.7K +769 +16%
WWM
38
Western Wealth Management
Colorado
$337K +$14.5K +216 +5%
EBA
39
Eagle Bay Advisors
New York
$315K -$1.81K -27 -0.6%
PCS
40
Private Client Services
Kentucky
$304K -$874 -13 -0.3%
PTC
41
Private Trust Company
Ohio
$289K – – –
GSWM
42
Golden State Wealth Management
California
$272K -$7.93K -118 -3%
NSIM
43
North Star Investment Management
Illinois
$256K – – –
KFGK
44
Keystone Financial Group (Kentucky)
Kentucky
$242K -$310K -4,619 -57%
IWM
45
IHT Wealth Management
Illinois
$224K -$1.88K -28 -0.9%
CIA
46
Concurrent Investment Advisors
Florida
$203K +$199K +2,965 New
EWA
47
EverSource Wealth Advisors
Alabama
$192K -$52.8K -786 -22%
SPIA
48
Steward Partners Investment Advisory
New York
$78.8K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$60K -$37.2K -553 -39%
MCM
50
MAI Capital Management
Ohio
$50.3K – – –
1
2
3

CDL Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2025, worth a combined $174M — up 4.7% from $166M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CDL positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $7.35M. The largest seller was Osaic Holdings, cutting an estimated $3.22M.

  • 61 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $174M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2025, up 4.7% quarter-over-quarter.
  • 6 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2025 was Summit Financial, an estimated $7.35M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2025 was Osaic Holdings, an estimated $3.22M sold.

Based on aggregated 13F filings for Q1 2025.