VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
35 hedge funds and large institutions have $186M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.
163% more capital invested
Capital invested by funds: $70.6M → $186M (+$115M)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
17.34% more ownership
Funds ownership: 44.34% → 61.68% (+17%)
17% more funds holding
Funds holding: 30 → 35 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$84.5M |
| 2 |
Morgan Stanley
New York
|
+$9.53M |
| 3 |
Rockefeller Capital Management
New York
|
+$4.64M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.03M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.39M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$342K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$308K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$221K |
CDL Hedge Fund Activity: Q1 2019 in Review
35 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2019, worth a combined $186M — up 163% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CDL positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $84.5M. The largest seller was Royal Bank of Canada, cutting an estimated $3.73M.
- 35 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $186M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2019, up 163% quarter-over-quarter.
- 9 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2019 and 4 closed out, a net change of +5 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2019 was LPL Financial, an estimated $84.5M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2019 was Royal Bank of Canada, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2019.