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VictoryShares US Large Cap High Div Volatility Wtd ETF

56 hedge funds and large institutions have $144M 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, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.62% less ownership

Funds ownership: 42.22%40.6% (-1.6%)

2% less funds holding

Funds holding: 5756 (-1)

7% less capital invested

Capital invested by funds: $155M → $144M (-$10.5M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
22
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.2M -$5.93M -105,101 -19%
Bank of America
2
Bank of America
North Carolina
$16.3M -$32.8K -581 -0.2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$1.16M +20,519 +12%
Ameriprise
4
Ameriprise
Minnesota
$10.5M +$1.07M +18,919 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.77M +$625K +11,075 +7%
PAG
6
Private Advisor Group
New Jersey
$6.63M -$2.04M -36,129 -24%
MAG
7
Members Advisory Group
New York
$5.66M +$68.8K +1,219 +1%
HWP
8
Highline Wealth Partners
California
$5.47M +$561K +9,941 +11%
LPL Financial
9
LPL Financial
California
$4.85M -$399K -7,067 -8%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$4.55M +$537K +9,525 +13%
TC
11
TAP Consulting
Missouri
$4.37M -$46.1K -818 -1%
Stifel Financial
12
Stifel Financial
Missouri
$4.09M -$34.1K -604 -0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.63M +$534K +9,474 +17%
Wells Fargo
14
Wells Fargo
California
$2.47M -$779K -13,807 -24%
Truist Financial
15
Truist Financial
North Carolina
$2.46M +$313K +5,548 +15%
LNC
16
Lincoln National Corp
Pennsylvania
$1.89M +$460K +8,156 +32%
Goldman Sachs
17
Goldman Sachs
New York
$1.82M
Citadel Advisors
18
Citadel Advisors
Florida
$1.7M +$1.7M +30,130 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.67M +$308K +5,462 +23%
RJA
20
Raymond James & Associates
Florida
$1.55M -$69.7K -1,236 -4%
IRC
21
Investors Research Corp
Georgia
$1.45M -$2.14K -38 -0.1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.38M -$387K -6,858 -22%
EP
23
Eudaimonia Partners
Tennessee
$1.22M -$1.09M -19,306 -47%
LFAS
24
Level Four Advisory Services
Texas
$1.16M +$47.5K +842 +4%
AWM
25
Avaii Wealth Management
Wisconsin
$1.12M -$230K -4,072 -17%