VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
55 hedge funds and large institutions have $145M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 56 → 55 (-1)
8.57% less ownership
Funds ownership: 49.3% → 40.73% (-8.6%)
15% less capital invested
Capital invested by funds: $171M → $145M (-$26M)
58% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.32M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$960K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26.8M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$3.99M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.98M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$1.16M |
| 5 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $26.9K | – | – | – |
|
|
AAG
52
Armstrong Advisory Group
Needham,
Massachusetts
| $26K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $8.45K | +$8.02K | +136 | New |
|
|
WAS
54
Winch Advisory Services
Appleton,
Wisconsin
| $5.67K | -$5.31K | -90 | -50% |
|
|
RIL
55
Rothschild Investment LLC
Chicago,
Illinois
| $3.73K | – | – | – |
|
|
AWM
56
Avaii Wealth Management
Appleton,
Wisconsin
| – | -$1.04M | -17,763 | Closed |
|
|
SAG
57
SageView Advisory Group
Newport Beach,
California
| – | -$792K | -13,472 | Closed |
|
|
CAN
58
Cetera Advisor Networks
El Segundo,
California
| – | -$284K | -4,854 | Closed |
|
|
RJT
59
Raymond James Trust
St. Petersburg,
Florida
| – | -$251K | -4,289 | Closed |
|
|
AF
60
Allworth Financial
Folsom,
California
| – | -$1.71K | -29 | Closed |
|
CDL Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2024, worth a combined $145M — down 15% from $171M a quarter earlier.
Fund positioning in CDL was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 26 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.92M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.
- 55 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $145M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.92M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.
Based on aggregated 13F filings for Q1 2024.