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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

60 hedge funds and large institutions have $166M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $149M → $166M (+$17.2M)

7.1% more ownership

Funds ownership: 41.87% → 48.97% (+7.1%)

5% more funds holding

Funds holding: 57 → 60 (+3)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
12
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.09M
2
Ameriprise
Ameriprise
Minnesota
+$1.03M
3
Morgan Stanley
Morgan Stanley
New York
+$755K
4
LPL Financial
LPL Financial
California
+$712K
5
VC
Vicus Capital
Pennsylvania
+$258K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
2
MAG
Members Advisory Group
New York
-$1.48M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$1.38M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
MAI Capital Management
Ohio
$48K +$49.8K +735 New
AAG
52
Armstrong Advisory Group
Massachusetts
$29K – – –
Citigroup
53
Citigroup
New York
$27.1K -$1.22K -18 -4%
AG
54
AmeriFlex Group
Nevada
$22.3K +$22.6K +333 New
AFG
55
Albion Financial Group
Utah
$19.6K – – –
S
56
SignatureFD
Georgia
$16K -$474 -7 -3%
BTI
57
Blue Trust Inc
Georgia
$13.2K +$13.7K +202 New
HWP
58
Highline Wealth Partners
California
$6.27K -$8.13K -120 -56%
RIL
59
Rothschild Investment LLC
Illinois
$3.92K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$523 +$542 +8 New
MAG
61
Members Advisory Group
New York
– -$1.48M -21,784 Closed
Capstone Investment Advisors
62
Capstone Investment Advisors
New York
– -$1.38M -20,364 Closed
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
– -$1.3M -19,300 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$1.16M -17,089 Closed
NS
65
NBC Securities
Alabama
– -$44K -650 Closed
1 2
3

CDL Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2024, worth a combined $166M — up 12% from $149M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CDL positions and 5 closed out — a net gain of 6 holders — while 12 added to existing stakes and 28 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.09M. The largest seller was Susquehanna International Group, cutting an estimated $2.02M.

  • 60 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $166M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 11 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.09M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2024.