VictoryShares US 500 Volatility Wtd ETF
CFA
32 hedge funds and large institutions have $275M invested in VictoryShares US 500 Volatility Wtd ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
18% more capital invested
Capital invested by funds: $234M → $275M (+$41.4M)
7% more funds holding
Funds holding: 30 → 32 (+2)
6% more ownership
Funds ownership: 63.99% → 69.99% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.91M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.83M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.99M |
| 4 |
JP Morgan Chase
New York
|
+$1.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$969K |
| 2 |
Jane Street
New York
|
-$942K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$266K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$216K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$185K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $98K | +$47 | +1 | +0% |
|
27
Wells Fargo
San Francisco,
California
| $53K | – | – | – |
|
|
WAP
28
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $31K | +$13.4K | +283 | +82% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $13K | +$13K | +274 | New |
|
|
SWM
30
SeaCrest Wealth Management
Purchase,
New York
| $5K | +$4.73K | +100 | New |
|
31
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
32
Jane Street
New York
| – | -$942K | -20,630 | Closed |
|
|
RJFSA
33
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$216K | -4,732 | Closed |
|
|
NFG
34
Next Financial Group
Houston,
Texas
| – | -$185K | -4,000 | Closed |
|
|
BCI
35
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$99K | -2,170 | Closed |
|
|
PCP
36
Proficio Capital Partners
Newton,
Massachusetts
| – | -$11K | -245 | Closed |
|
CFA Hedge Fund Activity: Q4 2017 in Review
32 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2017, worth a combined $275M — up 18% from $234M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFA positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $7.91M. The largest seller was Private Advisor Group, cutting an estimated $969K.
- 32 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2017, up from 30 in Q3 2017.
- Funds reported $275M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2017, up 18% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2017 and 5 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2017 was Bank of America, an estimated $7.91M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2017 was Private Advisor Group, an estimated $969K sold.
Based on aggregated 13F filings for Q4 2017.