VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
59 hedge funds and large institutions have $140M 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, 22 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4% more funds holding
Funds holding: 57 → 59 (+2)
0.4% more ownership
Funds ownership: 40.81% → 41.21% (+0.4%)
3% less capital invested
Capital invested by funds: $145M → $140M (-$4.93M)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.58M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$959K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$753K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$545K |
| 5 |
Morgan Stanley
New York
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.51M |
| 2 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
-$4.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$1.22M |
| 5 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$767K |
CDL Hedge Fund Activity: Q3 2023 in Review
59 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q3 2023, worth a combined $140M — down 3.4% from $145M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CDL positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $9.58M. The largest seller was Ameriprise, cutting an estimated $4.51M.
- 59 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q3 2023, up from 57 in Q2 2023.
- Funds reported $140M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
- 5 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $9.58M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q3 2023 was Ameriprise, an estimated $4.51M sold.
Based on aggregated 13F filings for Q3 2023.