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VictoryShares US Large Cap High Div Volatility Wtd ETF
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56 hedge funds and large institutions have $144M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.62% less ownership

Funds ownership: 42.22% → 40.6% (-1.6%)

2% less funds holding

Funds holding: 57 → 56 (-1)

7% less capital invested

Capital invested by funds: $155M → $144M (-$10.5M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.16M
3
Ameriprise
Ameriprise
Minnesota
+$1.07M
4
EWA
EverSource Wealth Advisors
Alabama
+$717K
5
HighTower Advisors
HighTower Advisors
Illinois
+$625K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.93M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.51M
3
SOS
Silver Oak Securities
Tennessee
-$3M
4
PAG
Private Advisor Group
New Jersey
-$2.04M
5
EP
Eudaimonia Partners
Tennessee
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$24.3K +$24.3K +430 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$22.5K +$22.4K +397 New
Citigroup
53
Citigroup
New York
$21.9K – – –
BWM
54
Baystate Wealth Management
Massachusetts
$15.2K +$15.1K +267 New
CFGS
55
Concourse Financial Group Securities
Alabama
$3K – – –
CTB
56
Country Trust Bank
Illinois
$1.13K – – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
– -$3.51M -61,065 Closed
SOS
58
Silver Oak Securities
Tennessee
– -$3M -52,170 Closed
CWM
59
Cornerstone Wealth Management
Missouri
– -$514K -8,945 Closed
KWM
60
Kingsview Wealth Management
Oregon
– -$319K -5,555 Closed
BRWA
61
B. Riley Wealth Advisors
Florida
– -$218K -3,790 Closed
AAS
62
Ameritas Advisory Services
Nebraska
– -$23.2K -403 Closed
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