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VictoryShares US Large Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $166M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $149M → $166M (+$17.2M)

7.1% more ownership

Funds ownership: 41.87%48.97% (+7.1%)

5% more funds holding

Funds holding: 5760 (+3)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
12
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.2M +$755K +11,145 +2%
AFW
2
Atlantic Family Wealth
Florida
$22.8M +$23.6M +348,486 New
Bank of America
3
Bank of America
North Carolina
$18.8M -$767K -11,316 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$12.6M +$63.4K +935 +0.5%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.9M -$995K -14,684 -9%
Ameriprise
6
Ameriprise
Minnesota
$9.68M +$1.03M +15,234 +11%
TC
7
TAP Consulting
Missouri
$6.96M +$60.4K +891 +0.8%
LPL Financial
8
LPL Financial
California
$5.17M +$712K +10,514 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.58M -$8.81K -130 -0.2%
Stifel Financial
10
Stifel Financial
Missouri
$3.52M -$249K -3,681 -6%
MAS
11
MPWM Advisory Solutions
Georgia
$3.06M +$3.18M +46,915 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.86M -$198K -2,920 -6%
NPAN
13
Northeast Planning Associates NH
New Hampshire
$2.69M +$2.79M +41,135 New
Raymond James Financial
14
Raymond James Financial
Florida
$2.66M +$2.76M +40,735 New
Wells Fargo
15
Wells Fargo
California
$2.58M -$118K -1,734 -4%
PAG
16
Private Advisor Group
New Jersey
$2.48M -$142K -2,090 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.11M -$26.3K -388 -1%
Goldman Sachs
18
Goldman Sachs
New York
$2.1M
Jones Financial Companies
19
Jones Financial Companies
Missouri
$2.06M +$1.09M +16,134 +105%
Truist Financial
20
Truist Financial
North Carolina
$1.88M -$19.2K -284 -1%
UBS Group
21
UBS Group
Switzerland
$1.47M -$101K -1,487 -6%
STA
22
Smith Thornton Advisors
Alabama
$1.41M -$8.34K -123 -0.6%
IRC
23
Investors Research Corp
Georgia
$1.28M -$203 -3 -0%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.26M -$24.3K -359 -2%
SDH
25
Sloy Dahl & Holst
Washington
$1.16M +$10.2K +150 +0.9%