VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
59 hedge funds and large institutions have $184M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.
10.59% more ownership
Funds ownership: 49.74% → 60.32% (+11%)
2% more capital invested
Capital invested by funds: $180M → $184M (+$3.7M)
3% less funds holding
Funds holding: 61 → 59 (-2)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAS
MPWM Advisory Solutions
Alpharetta,
Georgia
|
+$30.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.6M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.17M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$424K |
| 2 |
HA
Huntleigh Advisors
St. Louis,
Missouri
|
-$375K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$333K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$299K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
51
Albion Financial Group
Salt Lake City,
Utah
| $20.7K | – | – | – |
|
52
US Bancorp
Minneapolis,
Minnesota
| $17.5K | – | – | – |
|
|
S
53
SignatureFD
Atlanta,
Georgia
| $16.9K | – | – | – |
|
|
LI
54
LRI Investments
Palm Beach Gardens,
Florida
| $16K | – | – | – |
|
|
KFA
55
Kelleher Financial Advisors
New York
| $9.64K | – | – | – |
|
|
RIL
56
Rothschild Investment LLC
Chicago,
Illinois
| $4.13K | – | – | – |
|
57
Russell Investments Group
London,
United Kingdom
| $985 | – | – | – |
|
|
HWP
58
Highline Wealth Partners
Sherman Oaks,
California
| $84 | -$620 | -9 | -90% |
|
59
AssetMark Inc
Concord,
California
| $69 | – | – | – |
|
|
HA
60
Huntleigh Advisors
St. Louis,
Missouri
| – | -$375K | -5,394 | Closed |
|
|
61
Stifel Financial
St. Louis,
Missouri
| – | -$299K | -4,299 | Closed |
|
|
RW
62
Rede Wealth
Charlottesville,
Virginia
| – | -$235K | -3,371 | Closed |
|
63
Citigroup
New York
| – | -$28.9K | -415 | Closed |
|
CDL Hedge Fund Activity: Q4 2025 in Review
59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2025, worth a combined $184M — up 2.1% from $180M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CDL and 2 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 20 added.
The largest buyer was MPWM Advisory Solutions, adding an estimated $30.3M. The largest seller was Royal Bank of Canada, cutting an estimated $424K.
- 59 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2025, down from 61 in Q3 2025.
- Funds reported $184M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2025, up 2.1% quarter-over-quarter.
- 2 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2025 was MPWM Advisory Solutions, an estimated $30.3M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $424K sold.
Based on aggregated 13F filings for Q4 2025.