VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
58 hedge funds and large institutions have $158M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 10 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
7% more capital invested
Capital invested by funds: $148M → $158M (+$10.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.52% less ownership
Funds ownership: 43.96% → 42.44% (-1.5%)
9% less funds holding
Funds holding: 64 → 58 (-6)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.41M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$2.55M |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$1.69M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.09M |
| 5 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$806K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.55M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$855K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$689K |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$518K |
CDL Hedge Fund Activity: Q1 2023 in Review
58 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q1 2023, worth a combined $158M — up 6.9% from $148M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CDL and 5 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 29 added.
The largest buyer was Ameriprise, adding an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.55M.
- 58 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q1 2023, down from 64 in Q4 2022.
- Funds reported $158M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q1 2023, up 6.9% quarter-over-quarter.
- 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q1 2023 and 10 closed out, a net change of -5 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q1 2023 was Ameriprise, an estimated $5.41M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q1 2023 was Morgan Stanley, an estimated $3.55M sold.
Based on aggregated 13F filings for Q1 2023.