VictoryShares US 500 Volatility Wtd ETF
CFA
30 hedge funds and large institutions have $234M invested in VictoryShares US 500 Volatility Wtd ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
22% more capital invested
Capital invested by funds: $191M → $234M (+$42.3M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.7% less ownership
Funds ownership: 65.69% → 63.99% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.31M |
| 4 |
Morgan Stanley
New York
|
+$4.38M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$3.88M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.45M |
| 3 |
Jane Street
New York
|
-$614K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$331K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $50K | +$18.1K | +407 | +60% |
|
|
WAP
27
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $16K | +$15.4K | +345 | New |
|
|
PCP
28
Proficio Capital Partners
Newton,
Massachusetts
| $11K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$331K | -7,486 | Closed |
|
|
FHA
31
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$304K | -6,905 | Closed |
|
32
Creative Planning
Overland Park,
Kansas
| – | -$12K | -282 | Closed |
|
|
BWA
33
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$2K | -40 | Closed |
|
CFA Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $234M — up 22% from $191M a quarter earlier.
Fund positioning in CFA was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 4 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.5M. The largest seller was Victory Capital Management, cutting an estimated $3.88M.
- 30 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $234M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2017, up 22% quarter-over-quarter.
- 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2017 and 4 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2017 was Ameriprise, an estimated $10.5M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2017 was Victory Capital Management, an estimated $3.88M sold.
Based on aggregated 13F filings for Q3 2017.