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VictoryShares US Large Cap High Div Volatility Wtd ETF

58 hedge funds and large institutions have $139M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 5658 (+2)

0.4% more ownership

Funds ownership: 40.6%41% (+0.4%)

3% less capital invested

Capital invested by funds: $144M → $139M (-$4.9M)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.7M +$533K +9,375 +2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.3M +$9.58M +168,522 +90%
Bank of America
3
Bank of America
North Carolina
$16.2M +$504K +8,858 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$9.9M +$545K +9,590 +6%
Ameriprise
5
Ameriprise
Minnesota
$6.5M -$4.51M -79,364 -40%
PAG
6
Private Advisor Group
New Jersey
$6.43M +$72.2K +1,270 +1%
MAG
7
Members Advisory Group
New York
$4.7M -$767K -13,481 -13%
TC
8
TAP Consulting
Missouri
$4.44M +$267K +4,699 +6%
LPL Financial
9
LPL Financial
California
$4.32M -$348K -6,123 -7%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$4.17M -$207K -3,639 -5%
Stifel Financial
11
Stifel Financial
Missouri
$3.9M -$24.9K -438 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.1M -$399K -7,013 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.52M +$959K +16,867 +57%
Wells Fargo
14
Wells Fargo
California
$2.3M -$80.3K -1,411 -3%
Truist Financial
15
Truist Financial
North Carolina
$2.21M -$162K -2,843 -7%
LNC
16
Lincoln National Corp
Pennsylvania
$1.94M +$137K +2,404 +7%
Goldman Sachs
17
Goldman Sachs
New York
$1.75M
Citadel Advisors
18
Citadel Advisors
Florida
$1.6M -$34.1K -600 -2%
RJA
19
Raymond James & Associates
Florida
$1.52M +$35.8K +629 +2%
HWP
20
Highline Wealth Partners
California
$1.38M -$4.05M -71,275 -74%
UBS Group
21
UBS Group
Switzerland
$1.24M +$753K +13,241 +138%
LFAS
22
Level Four Advisory Services
Texas
$1.16M +$42.7K +750 +4%
IRC
23
Investors Research Corp
Georgia
$1.11M -$290K -5,090 -20%
AWM
24
Avaii Wealth Management
Wisconsin
$1.04M -$36.2K -636 -3%
SDH
25
Sloy Dahl & Holst
Washington
$987K