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VictoryShares US Large Cap High Div Volatility Wtd ETF

64 hedge funds and large institutions have $148M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

39% more funds holding

Funds holding: 4664 (+18)

29% more capital invested

Capital invested by funds: $115M → $148M (+$33.1M)

3.54% more ownership

Funds ownership: 40.42%43.96% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
64
Holders Change
+18
Holders Change %
+39.13%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
27
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36M +$154K +2,661 +0.4%
Bank of America
2
Bank of America
North Carolina
$16.6M +$302K +5,220 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.34M +$251K +4,333 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.72M +$1.07M +18,525 +14%
LPL Financial
5
LPL Financial
California
$6.32M +$233K +4,019 +4%
MAG
6
Members Advisory Group
New York
$5.72M +$311K +5,377 +6%
HWP
7
Highline Wealth Partners
California
$5.5M +$2.19M +37,816 +68%
Ameriprise
8
Ameriprise
Minnesota
$5.21M +$2.55M +44,056 +99%
Stifel Financial
9
Stifel Financial
Missouri
$4.4M +$362K +6,257 +9%
TC
10
TAP Consulting
Missouri
$4.36M +$160K +2,754 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.28M +$4.21M +72,687 New
Wells Fargo
12
Wells Fargo
California
$3.62M -$172K -2,970 -5%
SOS
13
Silver Oak Securities
Tennessee
$3.05M +$3M +51,810 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.69M +$1.07M +18,445 +68%
IA
15
IFP Advisors
Florida
$2.62M +$187K +3,236 +6%
Truist Financial
16
Truist Financial
North Carolina
$2.21M +$2.17M +37,491 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.04M +$2M +34,596 New
Goldman Sachs
18
Goldman Sachs
New York
$1.9M
RJA
19
Raymond James & Associates
Florida
$1.7M +$16.4K +283 +1%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$231K +3,981 +17%
IRC
21
Investors Research Corp
Georgia
$1.53M -$985 -17 -0.1%
SAG
22
SageView Advisory Group
California
$1.48M +$1.45M +25,078 New
AWM
23
Avaii Wealth Management
Wisconsin
$1.43M +$51.1K +882 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.23M -$415K -7,160 -25%
LFAS
25
Level Four Advisory Services
Texas
$1.23M +$694K +11,983 +135%