VictoryShares US 500 Volatility Wtd ETF
CFA
62 hedge funds and large institutions have $503M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
13% more funds holding
Funds holding: 55 → 62 (+7)
5% more capital invested
Capital invested by funds: $482M → $503M (+$21.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
0.46% less ownership
Funds ownership: 65.81% → 65.36% (-0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$32.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.14M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$959K |
| 4 |
LPL Financial
San Diego,
California
|
+$877K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$4.97M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$4.62M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.77M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.59M |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$3.02M |
CFA Hedge Fund Activity: Q3 2019 in Review
62 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2019, worth a combined $503M — up 4.5% from $482M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CFA positions and 3 closed out — a net gain of 7 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $32.2M. The largest seller was Western Wealth Management, exiting entirely with an estimated $4.97M sold.
- 62 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2019, up from 55 in Q2 2019.
- Funds reported $503M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2019, up 4.5% quarter-over-quarter.
- 10 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2019 and 3 closed out, a net change of +7 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2019 was Bank of America, an estimated $32.2M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2019 was Western Wealth Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2019.