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VictoryShares US Large Cap High Div Volatility Wtd ETF

61 hedge funds and large institutions have $174M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 6061 (+1)

5% more capital invested

Capital invested by funds: $166M → $174M (+$7.75M)

0.33% more ownership

Funds ownership: 48.97%49.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
19
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.4M +$1.6M +23,885 +5%
AFW
2
Atlantic Family Wealth
Florida
$24.6M +$711K +10,582 +3%
Bank of America
3
Bank of America
North Carolina
$19.8M +$112K +1,661 +0.6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$165K -2,459 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.99M -$380K -5,657 -4%
LPL Financial
6
LPL Financial
California
$9.29M +$3.8M +56,526 +71%
SF
7
Summit Financial
New Jersey
$7.49M +$7.35M +109,339 New
Ameriprise
8
Ameriprise
Minnesota
$7.42M -$2.92M -43,438 -29%
Stifel Financial
9
Stifel Financial
Missouri
$3.53M -$159K -2,360 -4%
MAS
10
MPWM Advisory Solutions
Georgia
$3.29M +$70.8K +1,053 +2%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$3.26M +$1.12M +16,665 +53%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.98M -$17.9K -267 -0.6%
Raymond James Financial
13
Raymond James Financial
Florida
$2.82M +$30K +447 +1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.8M +$1.77M +26,339 +180%
Wells Fargo
15
Wells Fargo
California
$2.43M -$269K -4,005 -10%
Goldman Sachs
16
Goldman Sachs
New York
$2.35M +$142K +2,109 +7%
PAG
17
Private Advisor Group
New Jersey
$2.33M -$270K -4,019 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.3M +$90.4K +1,345 +4%
Truist Financial
19
Truist Financial
North Carolina
$1.94M -$33.5K -498 -2%
UBS Group
20
UBS Group
Switzerland
$1.5M -$34K -506 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.34M +$15.4K +229 +1%
IRC
22
Investors Research Corp
Georgia
$1.33M -$10.1K -150 -0.8%
SDH
23
Sloy Dahl & Holst
Washington
$1.22M +$10.1K +150 +0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.09M +$941 +14 +0.1%
STA
25
Smith Thornton Advisors
Alabama
$1.07M -$402K -5,988 -28%