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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

52 hedge funds and large institutions have $458M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
14
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.4M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.15M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.85M
5
Wells Fargo
Wells Fargo
California
+$2.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$8.95M
2
AG
Advisor Group
Arizona
-$6.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$4.81M
4
SWP
Stratos Wealth Partners
Ohio
-$4.79M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$767K +$767K +15,271 New
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$728K +$117K +2,324 +19%
Deutsche Bank
28
Deutsche Bank
Germany
$713K -$4.81M -95,893 -87%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$664K +$276K +5,490 +71%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$605K -$3.78M -75,269 -86%
PPP
31
Private Portfolio Partners
New Jersey
$492K -$8.03K -160 -2%
BF
32
BOK Financial
Oklahoma
$463K +$463K +9,218 New
SIG
33
Sargent Investment Group
Maryland
$440K -$20.6K -410 -4%
IA
34
IFP Advisors
Florida
$422K +$318K +6,335 +305%
V
35
Veritable
Delaware
$366K +$101K +2,017 +38%
IFAM
36
Institutional & Family Asset Management
Colorado
$353K +$353K +7,039 New
LFAS
37
Level Four Advisory Services
Texas
$312K -$19.5K -390 -6%
IWC
38
Integrated Wealth Concepts
Massachusetts
$307K -$12.5K -250 -4%
BTS
39
BB&T Securities
Virginia
$256K +$256K +5,117 New
APP
40
Avantax Planning Partners
Iowa
$236K +$236K +4,700 New
CA
41
Calton & Associates
Florida
$236K +$236K +4,707 New
WWM
42
Western Wealth Management
Colorado
$228K -$80.8K -1,590 -26%
NFG
43
Next Financial Group
Texas
$201K – – –
NFH
44
NEXT Financial Holdings
Texas
$201K +$201K +4,000 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$125K -$153K -2,141 -55%
Bessemer Group
46
Bessemer Group
New Jersey
$38K – – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$34K +$99 +2 +0.3%
TFS
48
TrustCore Financial Services
Tennessee
$9K – – –
SWM
49
SeaCrest Wealth Management
New York
$5K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$5K +$5K +96 New
1
2
3