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VictoryShares US 500 Volatility Wtd ETF
CFA

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: 72 → 71 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$21.8M
2
UBS Group
UBS Group
Switzerland
+$2.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$797K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$434K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.76M
3
Morgan Stanley
Morgan Stanley
New York
-$1.56M
4
Bank of America
Bank of America
North Carolina
-$1.19M
5
PAG
Private Advisor Group
New Jersey
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.78M +$26.3K +280 +1%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$1.74M -$187K -1,993 -10%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$1.25M – – –
RPC
29
Rossmore Private Capital
Connecticut
$1.18M -$361K -3,850 -23%
GSWM
30
Golden State Wealth Management
California
$1.01M -$10.1K -108 -1%
TGAM
31
TBH Global Asset Management
Tennessee
$945K – – –
STA
32
Smith Thornton Advisors
Alabama
$905K -$563 -6 -0.1%
MCC
33
Money Concepts Capital
Florida
$889K -$123K -1,315 -12%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$865K +$434K +4,630 +96%
IWM
35
IHT Wealth Management
Illinois
$798K – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$782K +$797K +8,500 New
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$736K +$1.88K +20 +0.2%
NAS
38
NWF Advisory Services
California
$701K +$138K +1,470 +24%
CA
39
Claro Advisors
Massachusetts
$593K +$51.6K +550 +9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$560K +$563 +6 +0.1%
Northern Trust
41
Northern Trust
Illinois
$539K – – –
MW
42
Marble Wealth
Alabama
$478K +$1.03K +11 +0.2%
GVAG
43
Great Valley Advisor Group
Delaware
$454K +$188 +2 +0%
Creative Planning
44
Creative Planning
Kansas
$428K – – –
TA
45
TruWealth Advisors
Louisiana
$397K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$375K -$53.9K -575 -12%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$353K -$94 -1 -0%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$342K – – –
QCM
49
Quantinno Capital Management
New York
$330K -$18.1K -193 -5%
MAS
50
MPWM Advisory Solutions
Georgia
$312K – – –
1
2
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.