VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
43 hedge funds and large institutions have $194M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
10% more funds holding
Funds holding: 39 → 43 (+4)
5% less capital invested
Capital invested by funds: $203M → $194M (-$9.86M)
5.33% less ownership
Funds ownership: 59.24% → 53.9% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.82M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$577K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$533K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$421K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$10.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$8.01M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.53M |
| 4 |
Morgan Stanley
New York
|
-$2.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
CDL Hedge Fund Activity: Q4 2019 in Review
43 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2019, worth a combined $194M — down 4.8% from $203M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CDL positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.82M. The largest seller was LPL Financial, cutting an estimated $10.1M.
- 43 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2019, up from 39 in Q3 2019.
- Funds reported $194M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2019, down 4.8% quarter-over-quarter.
- 10 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $1.82M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2019 was LPL Financial, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2019.