VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
51 hedge funds and large institutions have $166M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.
14% more capital invested
Capital invested by funds: $145M → $166M (+$20.6M)
8.73% more ownership
Funds ownership: 40.73% → 49.46% (+8.7%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
7% less funds holding
Funds holding: 55 → 51 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$22.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.24M |
| 3 |
Morgan Stanley
New York
|
+$3M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$780K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$648K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$1.19M |
| 4 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$826K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$684K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIL
51
Rothschild Investment LLC
Chicago,
Illinois
| $3.66K | – | – | – |
|
|
LNC
52
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$3.25M | -52,237 | Closed |
|
|
LFAS
53
Level Four Advisory Services
Dallas,
Texas
| – | -$1.19M | -20,278 | Closed |
|
|
54
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$684K | -11,000 | Closed |
|
|
KFGK
55
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$558K | -8,980 | Closed |
|
|
PFGIA
56
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$558K | -8,970 | Closed |
|
|
NAS
57
Nicolet Advisory Services
Green Bay,
Wisconsin
| – | -$203K | -3,294 | Closed |
|
|
TPCW
58
TD Private Client Wealth
New York
| – | -$34.8K | -560 | Closed |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$8.45K | -136 | Closed |
|
|
WAS
60
Winch Advisory Services
Appleton,
Wisconsin
| – | -$5.67K | -91 | Closed |
|
CDL Hedge Fund Activity: Q2 2024 in Review
51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q2 2024, worth a combined $166M — up 14% from $145M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CDL and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 16 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $22.8M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $3.25M sold.
- 51 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q2 2024, down from 55 in Q1 2024.
- Funds reported $166M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q2 2024 and 9 closed out, a net change of -4 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $22.8M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q2 2024 was Lincoln National Corp, an estimated $3.25M sold.
Based on aggregated 13F filings for Q2 2024.