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VictoryShares US Large Cap High Div Volatility Wtd ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3637 (+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

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.5M +$338K +6,668 +2%
Bank of America
2
Bank of America
North Carolina
$10.9M -$42.9K -847 -0.4%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.03M +$8.36M +165,074 New
LPL Financial
4
LPL Financial
California
$5.29M -$197K -3,892 -4%
Stifel Financial
5
Stifel Financial
Missouri
$3.77M +$73.7K +1,455 +2%
Wells Fargo
6
Wells Fargo
California
$3.14M -$93.1K -1,839 -3%
Ameriprise
7
Ameriprise
Minnesota
$3.11M +$273K +5,386 +9%
TC
8
TAP Consulting
Missouri
$3.03M +$256K +5,052 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.28M -$348K -6,880 -14%
RJA
10
Raymond James & Associates
Florida
$1.47M -$85.4K -1,686 -6%
IRC
11
Investors Research Corp
Georgia
$1.47M -$8.3K -164 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.46M -$916K -18,095 -40%
PAG
13
Private Advisor Group
New Jersey
$1.37M -$1.96M -38,646 -61%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.23M -$1.73M -34,244 -60%
SDH
15
Sloy Dahl & Holst
Washington
$950K +$149K +2,933 +20%
UBS Group
16
UBS Group
Switzerland
$837K -$328K -6,474 -30%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$816K -$81.6K -1,612 -10%
SWP
18
Stratos Wealth Partners
Ohio
$798K -$71.7K -1,416 -9%
SG
19
StoneX Group
New York
$609K -$60K -1,185 -10%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$602K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$528K +$13.8K +273 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$443K +$51 +1 +0%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$337K -$37.3K -737 -11%
IWM
24
IHT Wealth Management
Illinois
$326K +$6.79K +134 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$279K -$4.91K -97 -2%