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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

63 hedge funds and large institutions have $609M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
30
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$74.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.44M
3
WWM
Western Wealth Management
Colorado
+$2.8M
4
Wells Fargo
Wells Fargo
California
+$2.2M
5
PAG
Private Advisor Group
New Jersey
+$1.94M

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$9.26M
2
Bank of America
Bank of America
North Carolina
-$5.82M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
4
AG
Advisor Group
Arizona
-$1.12M
5
Jane Street
Jane Street
New York
-$574K
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
26
BOK Financial
Oklahoma
$1.12M -$16.4K -291 -1%
PIA
27
Perennial Investment Advisors
California
$1.11M +$1.11M +19,639 New
PD
28
Planning Directions
Pennsylvania
$1.04M -$216K -3,822 -17%
BRWA
29
B. Riley Wealth Advisors
Florida
$890K +$8.41K +149 +1%
NFG
30
Nations Financial Group
Iowa
$851K +$16K +284 +2%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$839K +$64.1K +1,135 +8%
IA
32
IFP Advisors
Florida
$779K -$40.4K -716 -5%
Jane Street
33
Jane Street
New York
$641K -$574K -10,163 -47%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$472K – – –
V
35
Veritable
Delaware
$417K +$1.98K +35 +0.5%
SWP
36
Stratos Wealth Partners
Ohio
$408K -$61K -1,081 -13%
CA
37
Calton & Associates
Florida
$392K +$677 +12 +0.2%
TP
38
Tranquility Partners
Tennessee
$388K -$226 -4 -0.1%
SFSG
39
Sound Financial Strategies Group
Mississippi
$381K +$381K +6,745 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$365K -$25.8K -457 -7%
CFGS
41
Concourse Financial Group Securities
Alabama
$307K +$272K +4,828 +782%
Truist Financial
42
Truist Financial
North Carolina
$290K +$290K +5,132 New
PPP
43
Private Portfolio Partners
New Jersey
$285K +$25.9K +460 +10%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$283K +$283K +5,014 New
APP
45
Avantax Planning Partners
Iowa
$265K – – –
CBFP
46
Cedar Brook Financial Partners
Ohio
$260K +$847 +15 +0.3%
WS
47
Wedbush Securities
California
$256K +$169 +3 +0.1%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$253K +$236K +4,177 +1,397%
TRCT
49
Tower Research Capital (TRC)
New York
$238K -$58.6K -1,037 -20%
NFG
50
Next Financial Group
Texas
$226K – – –
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