VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
57 hedge funds and large institutions have $145M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 6 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.63% less ownership
Funds ownership: 42.44% → 40.81% (-1.6%)
2% less funds holding
Funds holding: 58 → 57 (-1)
9% less capital invested
Capital invested by funds: $158M → $145M (-$13.8M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.16M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.07M |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$717K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.93M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.51M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$3M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.04M |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$1.09M |
CDL Hedge Fund Activity: Q2 2023 in Review
57 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q2 2023, worth a combined $145M — down 8.7% from $158M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CDL and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 22 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.7M. The largest seller was Morgan Stanley, cutting an estimated $5.93M.
- 57 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q2 2023, down from 58 in Q1 2023.
- Funds reported $145M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q2 2023, down 8.7% quarter-over-quarter.
- 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q2 2023 and 6 closed out, a net change of -1 holder.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q2 2023 was Citadel Advisors, an estimated $1.7M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q2 2023 was Morgan Stanley, an estimated $5.93M sold.
Based on aggregated 13F filings for Q2 2023.