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VictoryShares US 500 Volatility Wtd ETF

71 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.18% less ownership

Funds ownership: 60.66%60.49% (-0.18%)

2% less capital invested

Capital invested by funds: $318M → $313M (-$4.99M)

1% less funds holding

Funds holding: 7271 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
28
Reduced
21
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
$57M -$1.56M -16,660 -3%
Bank of America
2
Bank of America
North Carolina
$32.2M -$1.19M -12,641 -3%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$21.3M +$21.8M +232,765 +135,328%
Raymond James Financial
4
Raymond James Financial
Florida
$19.6M +$83.7K +892 +0.4%
Wells Fargo
5
Wells Fargo
California
$18.4M -$688K -7,332 -4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$18M -$4.18M -44,523 -18%
UBS Group
7
UBS Group
Switzerland
$17.8M +$2.53M +26,967 +16%
PAG
8
Private Advisor Group
New Jersey
$11.3M -$781K -8,326 -6%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$11.2M +$180K +1,920 +2%
LPL Financial
10
LPL Financial
California
$11.1M +$332K +3,540 +3%
SOS
11
Silver Oak Securities
Tennessee
$10.3M -$53.1K -566 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.6M -$156K -1,664 -2%
SF
13
Summit Financial
New Jersey
$7.13M +$169K +1,804 +2%
Goldman Sachs
14
Goldman Sachs
New York
$6.99M +$275K +2,931 +4%
NA
15
NewEdge Advisors
Louisiana
$5.08M -$156K -1,660 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.96M +$133K +1,418 +3%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$4.58M +$404K +4,306 +9%
NFG
18
Nations Financial Group
Iowa
$4.5M -$208K -2,220 -4%
LFG
19
Larson Financial Group
Missouri
$4.26M -$57K -608 -1%
Ameriprise
20
Ameriprise
Minnesota
$3.29M -$198K -2,115 -6%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.13M -$199K -2,121 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.1M +$1.47M +15,704 +87%
LFAS
23
Level Four Advisory Services
Texas
$2.88M -$108K -1,153 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.73M +$27.9K +297 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.85M +$5.91K +63 +0.3%

CFA Hedge Fund Activity: Q1 2026 in Review

71 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2026, worth a combined $313M — down 1.6% from $318M a quarter earlier.

Fund positioning in CFA was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 28 added to existing stakes and 21 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $21.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.18M.

  • 71 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2026, down from 72 in Q4 2025.
  • Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2026, down 1.6% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $21.8M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $4.18M sold.

Based on aggregated 13F filings for Q1 2026.