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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

59 hedge funds and large institutions have $184M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.59% more ownership

Funds ownership: 49.74% → 60.32% (+11%)

2% more capital invested

Capital invested by funds: $180M → $184M (+$3.7M)

3% less funds holding

Funds holding: 61 → 59 (-2)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
20
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAS
MPWM Advisory Solutions
Georgia
+$30.3M
2
Ameriprise
Ameriprise
Minnesota
+$2.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.17M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$762K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$424K
2
HA
Huntleigh Advisors
Missouri
-$375K
3
Bank of America
Bank of America
North Carolina
-$333K
4
Stifel Financial
Stifel Financial
Missouri
-$299K
5
HighTower Advisors
HighTower Advisors
Illinois
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.03M -$16.7K -242 -2%
STA
27
Smith Thornton Advisors
Alabama
$1.02M -$10.3K -150 -1%
SG
28
StoneX Group
New York
$608K -$78.3K -1,137 -11%
VC
29
Vicus Capital
Pennsylvania
$582K +$25.9K +376 +5%
YWS
30
Yarger Wealth Strategies
Ohio
$521K -$44.2K -642 -8%
SAG
31
SageView Advisory Group
California
$453K -$32.1K -466 -7%
SWP
32
Stratos Wealth Partners
Ohio
$406K -$56.1K -814 -12%
NPAN
33
Northeast Planning Associates NH
New Hampshire
$391K -$6.68K -97 -2%
WWM
34
Western Wealth Management
Colorado
$353K +$344 +5 +0.1%
Comerica Bank
35
Comerica Bank
Texas
$347K -$1.93K -28 -0.6%
Osaic Holdings
36
Osaic Holdings
Arizona
$344K -$28.2K -410 -8%
Citadel Advisors
37
Citadel Advisors
Florida
$341K +$27.3K +396 +9%
RPC
38
Rossmore Private Capital
Connecticut
$291K +$146K +2,112 +100%
CIA
39
Concurrent Investment Advisors
Florida
$276K +$32.5K +471 +13%
NSIM
40
North Star Investment Management
Illinois
$257K – – –
SEI Investments
41
SEI Investments
Pennsylvania
$230K +$230K +3,338 New
EBA
42
Eagle Bay Advisors
New York
$228K -$4.07K -59 -2%
GSWM
43
Golden State Wealth Management
California
$220K -$7.92K -115 -3%
IWM
44
IHT Wealth Management
Illinois
$218K -$2.27K -33 -1%
EWA
45
EverSource Wealth Advisors
Alabama
$163K +$1.86K +27 +1%
JP Morgan Chase
46
JP Morgan Chase
New York
$158K +$158K +2,300 New
PTC
47
Private Trust Company
Ohio
$89.9K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$65.4K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$51K -$10.3K -150 -17%
MCM
50
MAI Capital Management
Ohio
$50.6K – – –
1
2
3

CDL Hedge Fund Activity: Q4 2025 in Review

59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2025, worth a combined $184M — up 2.1% from $180M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CDL and 2 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was MPWM Advisory Solutions, adding an estimated $30.3M. The largest seller was Royal Bank of Canada, cutting an estimated $424K.

  • 59 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2025, down from 61 in Q3 2025.
  • Funds reported $184M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2025, up 2.1% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2025 was MPWM Advisory Solutions, an estimated $30.3M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $424K sold.

Based on aggregated 13F filings for Q4 2025.