VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
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.
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: 46 → 64 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.21M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$3M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.55M |
| 5 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$415K |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$211K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$210K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$172K |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$114K |
CDL Hedge Fund Activity: Q4 2022 in Review
64 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2022, worth a combined $148M — up 29% from $115M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CDL positions and 2 closed out — a net gain of 19 holders — while 27 added to existing stakes and 8 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.21M. The largest seller was Royal Bank of Canada, cutting an estimated $415K.
- 64 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $148M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2022, up 29% quarter-over-quarter.
- 21 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2022 and 2 closed out, a net change of +19 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2022 was Janney Montgomery Scott, an estimated $4.21M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $415K sold.
Based on aggregated 13F filings for Q4 2022.