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VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

59 hedge funds and large institutions have $184M invested in VictoryShares US Large Cap High Div Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.59% more ownership

Funds ownership: 49.74% → 60.32% (+11%)

2% more capital invested

Capital invested by funds: $180M → $184M (+$3.7M)

3% less funds holding

Funds holding: 61 → 59 (-2)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
20
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAS
MPWM Advisory Solutions
Georgia
+$30.3M
2
Ameriprise
Ameriprise
Minnesota
+$2.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.17M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$762K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$424K
2
HA
Huntleigh Advisors
Missouri
-$375K
3
Bank of America
Bank of America
North Carolina
-$333K
4
Stifel Financial
Stifel Financial
Missouri
-$299K
5
HighTower Advisors
HighTower Advisors
Illinois
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.6M +$292K +4,241 +0.7%
AFW
2
Atlantic Family Wealth
Florida
$25.8M +$80.5K +1,169 +0.3%
Bank of America
3
Bank of America
North Carolina
$19.9M -$333K -4,840 -2%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.9M +$252K +3,661 +2%
LPL Financial
5
LPL Financial
California
$11.3M +$673K +9,770 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$9.24M -$258K -3,749 -3%
Ameriprise
7
Ameriprise
Minnesota
$7.81M +$2.6M +37,741 +50%
SF
8
Summit Financial
New Jersey
$7.17M -$114K -1,657 -2%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$5.48M +$455K +6,605 +9%
NA
10
NewEdge Advisors
Louisiana
$3.45M +$429K +6,220 +14%
MAS
11
MPWM Advisory Solutions
Georgia
$3.36M +$30.3M +439,070 +900%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.16M +$1.05M +15,288 +50%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.95M -$9.51K -138 -0.3%
Raymond James Financial
14
Raymond James Financial
Florida
$2.8M -$109K -1,582 -4%
Goldman Sachs
15
Goldman Sachs
New York
$2.78M +$420K +6,092 +18%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.39M +$762K +11,056 +47%
Wells Fargo
17
Wells Fargo
California
$2.29M -$160K -2,321 -7%
Truist Financial
18
Truist Financial
North Carolina
$1.94M +$896 +13 +0%
PAG
19
Private Advisor Group
New Jersey
$1.81M -$180K -2,613 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.46M -$195K -2,833 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.4M -$424K -6,159 -23%
UBS Group
22
UBS Group
Switzerland
$1.3M -$110K -1,590 -8%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.27M +$1.17M +16,941 +1,085%
SDH
24
Sloy Dahl & Holst
Washington
$1.25M +$138 +2 +0%
IRC
25
Investors Research Corp
Georgia
$1.1M -$81.2K -1,179 -7%
1
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CDL Hedge Fund Activity: Q4 2025 in Review

59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) for Q4 2025, worth a combined $184M — up 2.1% from $180M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CDL and 2 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was MPWM Advisory Solutions, adding an estimated $30.3M. The largest seller was Royal Bank of Canada, cutting an estimated $424K.

  • 59 institutional investors held VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) as of Q4 2025, down from 61 in Q3 2025.
  • Funds reported $184M of VictoryShares US Large Cap High Div Volatility Wtd ETF stock for Q4 2025, up 2.1% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Large Cap High Div Volatility Wtd ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF buyer in Q4 2025 was MPWM Advisory Solutions, an estimated $30.3M added.
  • The largest VictoryShares US Large Cap High Div Volatility Wtd ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $424K sold.

Based on aggregated 13F filings for Q4 2025.