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VictoryShares US Large Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $174M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 49.3%49.67% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $174M → $174M (-$472K)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

2% less funds holding

Funds holding: 6160 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
22
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$854K +$177K +2,718 +27%
SG
27
StoneX Group
New York
$649K +$20.8K +319 +3%
YWS
28
Yarger Wealth Strategies
Ohio
$542K +$4.69K +72 +0.9%
SWP
29
Stratos Wealth Partners
Ohio
$474K -$13.4K -205 -3%
SAG
30
SageView Advisory Group
California
$465K +$85.3K +1,310 +24%
VC
31
Vicus Capital
Pennsylvania
$461K +$89.4K +1,372 +25%
HA
32
Huntleigh Advisors
Missouri
$404K +$13.5K +207 +4%
NPAN
33
Northeast Planning Associates NH
New Hampshire
$385K -$3.26K -50 -0.9%
Comerica Bank
34
Comerica Bank
Texas
$376K -$5.28K -81 -1%
Osaic Holdings
35
Osaic Holdings
Arizona
$341K -$122K -1,873 -27%
WWM
36
Western Wealth Management
Colorado
$330K +$2.6K +40 +0.8%
EBA
37
Eagle Bay Advisors
New York
$301K -$4.69K -72 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$283K -$2.39M -36,700 -90%
NSIM
39
North Star Investment Management
Illinois
$249K
CIA
40
Concurrent Investment Advisors
Florida
$223K +$25.2K +387 +13%
QCM
41
Quantinno Capital Management
New York
$222K +$217K +3,335 New
GSWM
42
Golden State Wealth Management
California
$220K -$44.4K -681 -17%
IWM
43
IHT Wealth Management
Illinois
$220K +$2.08K +32 +1%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$202K +$198K +3,035 New
EWA
45
EverSource Wealth Advisors
Alabama
$155K -$31.2K -479 -17%
PTC
46
Private Trust Company
Ohio
$130K -$147K -2,263 -54%
SPIA
47
Steward Partners Investment Advisory
New York
$63.3K -$13K -200 -17%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$49.4K -$8.79K -135 -15%
MCM
49
MAI Capital Management
Ohio
$48.9K
NS
50
NBC Securities
Alabama
$43K

CDL Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q2 2025, worth a combined $174M — down 0.27% from $174M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CDL and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.27M. The largest seller was Susquehanna International Group, cutting an estimated $2.39M.

  • 60 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q2 2025, down from 61 in Q1 2025.
  • Funds reported $174M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q2 2025, down 0.27% quarter-over-quarter.
  • 4 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.27M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q2 2025 was Susquehanna International Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2025.