VictoryShares US 500 Volatility Wtd ETF
CFA
40 hedge funds and large institutions have $384M invested in VictoryShares US 500 Volatility Wtd ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 3 closing their positions.
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
24% more capital invested
Capital invested by funds: $310M → $384M (+$73.8M)
8% more funds holding
Funds holding: 37 → 40 (+3)
2.95% more ownership
Funds ownership: 64.76% → 67.71% (+2.9%)
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
|
+$24.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.33M |
| 3 |
Morgan Stanley
New York
|
+$8.99M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$7.32M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$6.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.84M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.1M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$467K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$66.5K |
CFA Hedge Fund Activity: Q2 2018 in Review
40 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2018, worth a combined $384M — up 24% from $310M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CFA positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $24.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.84M sold.
- 40 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2018, up from 37 in Q1 2018.
- Funds reported $384M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2018, up 24% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2018 and 3 closed out, a net change of +3 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2018 was Bank of America, an estimated $24.6M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2018 was Jane Street, an estimated $3.84M sold.
Based on aggregated 13F filings for Q2 2018.