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VictoryShares US Large Cap High Div Volatility Wtd ETF

56 hedge funds and large institutions have $171M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $139M → $171M (+$32.4M)

8.3% more ownership

Funds ownership: 41%49.3% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 5856 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.2M +$23.2M +420,726 +92%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$22M +$1.16M +21,031 +6%
Bank of America
3
Bank of America
North Carolina
$16.6M -$717K -13,013 -4%
HighTower Advisors
4
HighTower Advisors
Illinois
$9.9M -$718K -13,039 -7%
Ameriprise
5
Ameriprise
Minnesota
$6.84M -$132K -2,401 -2%
PAG
6
Private Advisor Group
New Jersey
$6.82M -$93.7K -1,701 -1%
TC
7
TAP Consulting
Missouri
$6.54M +$1.65M +30,015 +37%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$4.47M -$15.5K -282 -0.4%
LPL Financial
9
LPL Financial
California
$4.28M -$358K -6,494 -8%
Stifel Financial
10
Stifel Financial
Missouri
$4.06M -$133K -2,408 -3%
MAG
11
Members Advisory Group
New York
$3.45M -$1.51M -27,458 -32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.17M -$158K -2,867 -5%
Wells Fargo
13
Wells Fargo
California
$2.6M +$117K +2,118 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.46M -$239K -4,336 -9%
LNC
15
Lincoln National Corp
Pennsylvania
$2.44M +$331K +6,009 +17%
Truist Financial
16
Truist Financial
North Carolina
$2.37M -$4.41K -80 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$1.88M
UBS Group
18
UBS Group
Switzerland
$1.86M +$494K +8,970 +39%
RJA
19
Raymond James & Associates
Florida
$1.6M -$39.5K -718 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.43M +$934K +16,965 +224%
IRC
21
Investors Research Corp
Georgia
$1.19M -$8.04K -146 -0.7%
LFAS
22
Level Four Advisory Services
Texas
$1.19M -$56.5K -1,026 -5%
SDH
23
Sloy Dahl & Holst
Washington
$1.06M
AWM
24
Avaii Wealth Management
Wisconsin
$1.04M -$72.7K -1,320 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.01M +$173K +3,135 +22%