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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

55 hedge funds and large institutions have $482M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
23
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.3M
2
Morgan Stanley
Morgan Stanley
New York
+$7.64M
3
UBS Group
UBS Group
Switzerland
+$5.09M
4
WWM
Western Wealth Management
Colorado
+$4.75M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.73M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$27.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$9.55M
3
SWP
Stratos Wealth Partners
Ohio
-$3.77M
4
Jane Street
Jane Street
New York
-$1.06M
5
Ameriprise
Ameriprise
Minnesota
-$807K
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
26
Planning Directions
Pennsylvania
$1.34M +$72.5K +1,382 +6%
BF
27
BOK Financial
Oklahoma
$1.07M +$586K +11,166 +121%
BRWA
28
B. Riley Wealth Advisors
Florida
$820K -$104K -1,981 -11%
KFGK
29
Keystone Financial Group (Kentucky)
Kentucky
$804K +$42.8K +815 +6%
Jane Street
30
Jane Street
New York
$624K -$1.06M -20,208 -63%
TP
31
Tranquility Partners
Tennessee
$587K +$587K +11,182 New
PPP
32
Private Portfolio Partners
New Jersey
$506K -$8.24K -157 -2%
SIG
33
Sargent Investment Group
Maryland
$469K +$9.07K +173 +2%
SWP
34
Stratos Wealth Partners
Ohio
$449K -$3.77M -71,917 -89%
V
35
Veritable
Delaware
$384K +$1.42K +27 +0.4%
IWC
36
Integrated Wealth Concepts
Massachusetts
$363K +$42.2K +805 +13%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$346K -$348K -6,631 -50%
NS
38
NewDay Solutions
New Hampshire
$336K +$336K +6,360 New
CA
39
Calton & Associates
Florida
$299K +$51.9K +988 +21%
BTS
40
BB&T Securities
Virginia
$267K -$785 -15 -0.3%
WS
41
Wedbush Securities
California
$266K +$266K +5,073 New
APP
42
Avantax Planning Partners
Iowa
$249K – – –
CBFP
43
Cedar Brook Financial Partners
Ohio
$240K +$240K +4,576 New
CA
44
Cetera Advisors
Colorado
$226K +$226K +4,324 New
NFG
45
Next Financial Group
Texas
$210K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$125K – – –
S
47
SignatureFD
Georgia
$62K +$62K +1,191 New
IFAM
48
Institutional & Family Asset Management
Colorado
$56K -$313K -5,971 -85%
BWA
49
BDO Wealth Advisors
Florida
$47K +$47K +904 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$36K +$105 +2 +0.3%
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