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VictoryShares US 500 Volatility Wtd ETF
CFA

61 hedge funds and large institutions have $538M invested in VictoryShares US 500 Volatility Wtd ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.61% more ownership

Funds ownership: 68.08% → 83.7% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

3% less funds holding

Funds holding: 63 → 61 (-2)

12% less capital invested

Capital invested by funds: $609M → $538M (-$70.9M)

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
20
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$148M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.55M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.16M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$21.1M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.72M
4
LPL Financial
LPL Financial
California
-$3.47M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TAP Consulting
Missouri
$699K +$862K +16,472 New
RPC
27
Rossmore Private Capital
Connecticut
$673K +$831K +15,875 New
IA
28
IFP Advisors
Florida
$656K +$69.1K +1,321 +10%
NFG
29
Nations Financial Group
Iowa
$642K +$2.25K +43 +0.3%
TSS
30
Two Sigma Securities
New York
$577K +$712K +13,600 New
SIG
31
Sargent Investment Group
Maryland
$562K -$407K -7,787 -37%
BRWA
32
B. Riley Wealth Advisors
Florida
$503K -$205K -3,919 -25%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$466K -$3.19M -61,023 -85%
PIA
34
Perennial Investment Advisors
California
$416K -$514K -9,831 -50%
NA
35
NewEdge Advisors
Louisiana
$337K +$416K +7,956 New
V
36
Veritable
Delaware
$314K +$1.1K +21 +0.3%
TP
37
Tranquility Partners
Tennessee
$292K +$785 +15 +0.2%
CA
38
Calton & Associates
Florida
$252K -$53.2K -1,016 -15%
CFGS
39
Concourse Financial Group Securities
Alabama
$226K -$5.44K -104 -2%
PPP
40
Private Portfolio Partners
New Jersey
$223K +$10.5K +200 +4%
Truist Financial
41
Truist Financial
North Carolina
$218K +$523 +10 +0.2%
LFAS
42
Level Four Advisory Services
Texas
$218K +$269K +5,140 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$205K -$85.1K -1,627 -25%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$197K +$8.58K +164 +4%
NFG
45
Next Financial Group
Texas
$170K – – –
GSWM
46
Golden State Wealth Management
California
$143K +$177K +3,379 New
SFSG
47
Sound Financial Strategies Group
Mississippi
$127K -$196K -3,742 -55%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$125K – – –
S
49
SignatureFD
Georgia
$63K +$7.85K +150 +11%
CFA
50
Carroll Financial Associates
North Carolina
$47K +$58.2K +1,113 New
1
2
3

CFA Hedge Fund Activity: Q1 2020 in Review

61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2020, worth a combined $538M — down 12% from $609M a quarter earlier.

Fund positioning in CFA was balanced in Q1 2020: 13 funds opened new positions, 13 closed out, 20 added to existing stakes and 21 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $21.1M.

  • 61 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2020, down from 63 in Q4 2019.
  • Funds reported $538M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 13 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2020 and 13 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2020 was Victory Capital Management, an estimated $148M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2020 was Bank of America, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2020.