VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
46 hedge funds and large institutions have $115M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 44 → 46 (+2)
1.17% more ownership
Funds ownership: 39.24% → 40.42% (+1.2%)
4% more capital invested
Capital invested by funds: $111M → $115M (+$4.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.01M |
| 3 |
Goldman Sachs
New York
|
+$1.9M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$1.41M |
| 5 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$751K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$678K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$294K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Truist Financial
Charlotte,
North Carolina
| – | -$221K | -3,809 | Closed |
|
|
TF
52
TIAA FSB
Jacksonville,
Florida
| – | -$212K | -3,654 | Closed |
|
CDL Hedge Fund Activity: Q3 2022 in Review
46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q3 2022, worth a combined $115M — up 3.8% from $111M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CDL positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.4M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $2.2M sold.
- 46 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q3 2022, up from 44 in Q2 2022.
- Funds reported $115M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q3 2022, up 3.8% quarter-over-quarter.
- 8 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q3 2022 and 6 closed out, a net change of +2 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q3 2022 was Morgan Stanley, an estimated $4.4M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q3 2022 was Silver Oak Securities, an estimated $2.2M sold.
Based on aggregated 13F filings for Q3 2022.