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VictoryShares US Large Cap High Div Volatility Wtd ETF

57 hedge funds and large institutions have $155M 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, 28 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

4% more capital invested

Capital invested by funds: $148M → $155M (+$6.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.75% less ownership

Funds ownership: 43.96%42.22% (-1.7%)

11% less funds holding

Funds holding: 6457 (-7)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
28
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.7M -$3.55M -59,950 -10%
Bank of America
2
Bank of America
North Carolina
$16.7M +$462K +7,796 +3%
Ameriprise
3
Ameriprise
Minnesota
$10.2M +$5.41M +91,274 +103%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.58M +$1.09M +18,454 +12%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.31M +$183K +3,086 +2%
PAG
6
Private Advisor Group
New Jersey
$8.81M +$252K +4,245 +3%
MAG
7
Members Advisory Group
New York
$5.68M +$95.5K +1,612 +2%
LPL Financial
8
LPL Financial
California
$5.34M -$855K -14,423 -13%
HWP
9
Highline Wealth Partners
California
$4.99M -$389K -6,559 -7%
TC
10
TAP Consulting
Missouri
$4.49M +$235K +3,961 +5%
Stifel Financial
11
Stifel Financial
Missouri
$4.19M -$114K -1,917 -3%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$4.08M +$2.55M +43,015 +154%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.51M -$689K -11,622 -16%
Wells Fargo
14
Wells Fargo
California
$3.31M -$234K -3,948 -6%
SOS
15
Silver Oak Securities
Tennessee
$3M +$21.3K +360 +0.7%
EP
16
Eudaimonia Partners
Tennessee
$2.35M +$1.69M +28,577 +234%
Truist Financial
17
Truist Financial
North Carolina
$2.19M +$30.2K +509 +1%
Goldman Sachs
18
Goldman Sachs
New York
$1.85M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.8M -$199K -3,361 -10%
RJA
20
Raymond James & Associates
Florida
$1.65M -$17.2K -290 -1%
IRC
21
Investors Research Corp
Georgia
$1.48M -$23.2K -392 -2%
LNC
22
Lincoln National Corp
Pennsylvania
$1.45M +$393K +6,637 +36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.38M +$184K +3,099 +15%
AWM
24
Avaii Wealth Management
Wisconsin
$1.37M -$31.8K -536 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.28M +$578K +9,751 +78%