We are live on ! Find out more
CDL icon

VictoryShares US Large Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $174M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 49.3%49.67% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $174M → $174M (-$472K)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

2% less funds holding

Funds holding: 6160 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
22
Reduced
23
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
$37.8M +$3.27M +50,272 +10%
AFW
2
Atlantic Family Wealth
Florida
$24.3M +$359K +5,506 +2%
Bank of America
3
Bank of America
North Carolina
$19.2M -$23K -353 -0.1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$88K +1,351 +0.7%
LPL Financial
5
LPL Financial
California
$9.81M +$764K +11,729 +9%
HighTower Advisors
6
HighTower Advisors
Illinois
$9.3M -$402K -6,176 -4%
Ameriprise
7
Ameriprise
Minnesota
$8.2M +$1.2M +18,394 +18%
SF
8
Summit Financial
New Jersey
$7.09M -$189K -2,902 -3%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$4.37M +$1.15M +17,718 +37%
Stifel Financial
10
Stifel Financial
Missouri
$3.4M -$33.2K -510 -1%
MAS
11
MPWM Advisory Solutions
Georgia
$3.29M +$92K +1,412 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$3.22M +$463K +7,104 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.89M -$7.42K -114 -0.3%
Wells Fargo
14
Wells Fargo
California
$2.38M +$12.3K +189 +0.5%
Goldman Sachs
15
Goldman Sachs
New York
$2.28M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.24M -$1.63K -25 -0.1%
Citadel Advisors
17
Citadel Advisors
Florida
$2.22M +$1.54M +23,612 +241%
PAG
18
Private Advisor Group
New Jersey
$2.09M -$168K -2,572 -8%
Truist Financial
19
Truist Financial
North Carolina
$1.88M +$651 +10 +0%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.34M +$38.8K +596 +3%
UBS Group
21
UBS Group
Switzerland
$1.3M -$156K -2,391 -11%
SDH
22
Sloy Dahl & Holst
Washington
$1.21M +$15K +230 +1%
IRC
23
Investors Research Corp
Georgia
$1.19M -$105K -1,619 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.04M -$27.9K -428 -3%
STA
25
Smith Thornton Advisors
Alabama
$1.01M -$25.3K -389 -3%

CDL Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q2 2025, worth a combined $174M — down 0.27% from $174M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CDL and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.27M. The largest seller was Susquehanna International Group, cutting an estimated $2.39M.

  • 60 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q2 2025, down from 61 in Q1 2025.
  • Funds reported $174M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q2 2025, down 0.27% quarter-over-quarter.
  • 4 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.27M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q2 2025 was Susquehanna International Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2025.