VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
42 hedge funds and large institutions have $80M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 43 → 42 (-1)
14.06% less ownership
Funds ownership: 53.9% → 39.84% (-14%)
59% less capital invested
Capital invested by funds: $194M → $80M (-$114M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$8.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.31M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.15M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$72.7M |
| 2 |
Morgan Stanley
New York
|
-$6.4M |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$2.09M |
| 4 |
Rockefeller Capital Management
New York
|
-$1.32M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$807K |
CDL Hedge Fund Activity: Q1 2020 in Review
42 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2020, worth a combined $80M — down 59% from $194M a quarter earlier.
Fund positioning in CDL was balanced in Q1 2020: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 12 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.2M. The largest seller was LPL Financial, cutting an estimated $72.7M.
- 42 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2020, down from 43 in Q4 2019.
- Funds reported $80M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2020, down 59% quarter-over-quarter.
- 7 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2020 and 7 closed out, a net change of 0 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2020 was HighTower Advisors, an estimated $8.2M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2020 was LPL Financial, an estimated $72.7M sold.
Based on aggregated 13F filings for Q1 2020.