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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

61 hedge funds and large institutions have $174M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 60 → 61 (+1)

5% more capital invested

Capital invested by funds: $166M → $174M (+$7.75M)

0.33% more ownership

Funds ownership: 48.97% → 49.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
19
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$7.35M
2
LPL Financial
LPL Financial
California
+$3.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.12M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.22M
2
Ameriprise
Ameriprise
Minnesota
-$2.92M
3
NPAN
Northeast Planning Associates NH
New Hampshire
-$2.37M
4
STA
Smith Thornton Advisors
Alabama
-$402K
5
HighTower Advisors
HighTower Advisors
Illinois
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
51
NBC Securities
Alabama
$44K +$43.7K +650 New
NA
52
NewEdge Advisors
Louisiana
$35.2K -$31.9K -475 -48%
AAG
53
Armstrong Advisory Group
Massachusetts
$29K – – –
Citigroup
54
Citigroup
New York
$28.4K – – –
AG
55
AmeriFlex Group
Nevada
$22.8K – – –
AFG
56
Albion Financial Group
Utah
$20.5K – – –
S
57
SignatureFD
Georgia
$16.8K – – –
LI
58
LRI Investments
Florida
$16K +$15.7K +233 New
RI
59
Ridgewood Investments
New Jersey
$9.31K +$9.14K +136 New
HWP
60
Highline Wealth Partners
California
$6.28K -$269 -4 -4%
RIL
61
Rothschild Investment LLC
Illinois
$4.11K – – –
NAS
62
Nicolet Advisory Services
Wisconsin
– -$207K -3,229 Closed
GVAG
63
Great Valley Advisor Group
Delaware
– -$210K -3,217 Closed
BTI
64
Blue Trust Inc
Georgia
– -$13.2K -202 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$523 -8 Closed
1 2
3

CDL Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2025, worth a combined $174M — up 4.7% from $166M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CDL positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $7.35M. The largest seller was Osaic Holdings, cutting an estimated $3.22M.

  • 61 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $174M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2025, up 4.7% quarter-over-quarter.
  • 6 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2025 was Summit Financial, an estimated $7.35M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2025 was Osaic Holdings, an estimated $3.22M sold.

Based on aggregated 13F filings for Q1 2025.