VictoryShares US 500 Volatility Wtd ETF
CFA
30 hedge funds and large institutions have $191M invested in VictoryShares US 500 Volatility Wtd ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $163M → $191M (+$28.9M)
11% more funds holding
Funds holding: 27 → 30 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
78.25% less ownership
Funds ownership: 143.94% → 65.69% (-78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$5.24M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.47M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$14.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$933K |
| 4 |
LPL Financial
San Diego,
California
|
-$789K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$566K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $12K | +$12.2K | +282 | New |
|
|
PCP
27
Proficio Capital Partners
Newton,
Massachusetts
| $11K | – | – | – |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $2K | +$1.73K | +40 | New |
|
29
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$933K | -21,848 | Closed |
|
|
31
MML Investors Services
Springfield,
Massachusetts
| – | -$566K | -13,487 | Closed |
|
CFA Hedge Fund Activity: Q2 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2017, worth a combined $191M — up 18% from $163M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CFA positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $13.6M. The largest seller was National Planning Corporation, cutting an estimated $14.2M.
- 30 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2017, up from 27 in Q1 2017.
- Funds reported $191M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2017, up 18% quarter-over-quarter.
- 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2017 and 2 closed out, a net change of +3 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2017 was Victory Capital Management, an estimated $13.6M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2017 was National Planning Corporation, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2017.