VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
37 hedge funds and large institutions have $79M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $65.5M → $79M (+$13.5M)
3% more funds holding
Funds holding: 36 → 37 (+1)
2.45% more ownership
Funds ownership: 35.2% → 37.65% (+2.5%)
50% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$8.36M |
| 2 |
Morgan Stanley
New York
|
+$338K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$273K |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$256K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.73M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$916K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$348K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$328K |
CDL Hedge Fund Activity: Q1 2021 in Review
37 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2021, worth a combined $79M — up 21% from $65.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CDL positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 18 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.36M. The largest seller was Private Advisor Group, cutting an estimated $1.96M.
- 37 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $79M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2021, up 21% quarter-over-quarter.
- 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2021 and 4 closed out, a net change of +1 holder.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2021 was HighTower Advisors, an estimated $8.36M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2021 was Private Advisor Group, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2021.