VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
57 hedge funds and large institutions have $147M 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, 11 increasing their positions, 28 reducing their positions, and 9 closing their positions.
5% more capital invested
Capital invested by funds: $140M → $147M (+$6.8M)
0.93% more ownership
Funds ownership: 41.21% → 42.14% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 59 → 57 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
61% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.65M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$934K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$841K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 2 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$1.51M |
| 3 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
-$980K |
| 4 |
Morgan Stanley
New York
|
-$962K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$906K |
CDL Hedge Fund Activity: Q4 2023 in Review
57 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2023, worth a combined $147M — up 4.9% from $140M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CDL and 7 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 11 added.
The largest buyer was TAP Consulting, adding an estimated $1.65M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.6M sold.
- 57 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2023, down from 59 in Q3 2023.
- Funds reported $147M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2023, up 4.9% quarter-over-quarter.
- 7 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2023 and 9 closed out, a net change of -2 holders.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2023 was TAP Consulting, an estimated $1.65M added.
- The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q4 2023.