VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
42 hedge funds and large institutions have $116M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
34% more capital invested
Capital invested by funds: $86.1M → $116M (+$29.6M)
11% more funds holding
Funds holding: 38 → 42 (+4)
4.92% more ownership
Funds ownership: 36.63% → 41.55% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.06M |
| 2 |
MAG
Members Advisory Group
Williamsville,
New York
|
+$5.42M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.07M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.25M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$485K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$265K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$222K |
| 5 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$213K |
CDL Hedge Fund Activity: Q1 2022 in Review
42 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2022, worth a combined $116M — up 34% from $86.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CDL positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.06M. The largest seller was Ameriprise, cutting an estimated $1.25M.
- 42 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2022, up from 38 in Q4 2021.
- Funds reported $116M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2022, up 34% quarter-over-quarter.
- 8 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2022 and 3 closed out, a net change of +5 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.06M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2022 was Ameriprise, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2022.