We are live on ! Find out more
CDL icon

VictoryShares US Large Cap High Div Volatility Wtd ETF

57 hedge funds and large institutions have $149M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 5157 (+6)

7.58% less ownership

Funds ownership: 49.46%41.87% (-7.6%)

10% less capital invested

Capital invested by funds: $166M → $149M (-$17M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.7M +$657K +10,157 +2%
Bank of America
2
Bank of America
North Carolina
$20.2M -$267K -4,129 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$37.2M -575,546 -75%
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M +$13.1K +203 +0.1%
Ameriprise
5
Ameriprise
Minnesota
$9.02M +$1.68M +25,988 +24%
TC
6
TAP Consulting
Missouri
$7.16M +$302K +4,667 +5%
LPL Financial
7
LPL Financial
California
$4.65M +$18.2K +282 +0.4%
Stifel Financial
8
Stifel Financial
Missouri
$3.9M -$286K -4,424 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.73M -$283K -4,372 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.17M -$59.8K -925 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.01M +$2.05M +31,726 +251%
Wells Fargo
12
Wells Fargo
California
$2.8M -$41.8K -646 -2%
PAG
13
Private Advisor Group
New Jersey
$2.72M -$42.7K -661 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.22M -$1.16M -18,003 -36%
Goldman Sachs
15
Goldman Sachs
New York
$2.18M
Truist Financial
16
Truist Financial
North Carolina
$1.97M -$58.2K -901 -3%
UBS Group
17
UBS Group
Switzerland
$1.62M -$812K -12,559 -34%
MAG
18
Members Advisory Group
New York
$1.48M -$937K -14,494 -40%
STA
19
Smith Thornton Advisors
Alabama
$1.47M -$1.94K -30 -0.1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.42M -$16.3K -252 -1%
RJA
21
Raymond James & Associates
Florida
$1.39M -$25.5K -395 -2%
Capstone Investment Advisors
22
Capstone Investment Advisors
New York
$1.38M +$1.32M +20,364 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.33M -$16K -248 -1%
IRC
24
Investors Research Corp
Georgia
$1.33M -$24.4K -377 -2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.3M +$1.25M +19,300 New