VictoryShares US 500 Volatility Wtd ETF
CFA
58 hedge funds and large institutions have $459M invested in VictoryShares US 500 Volatility Wtd ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 61 → 58 (-3)
15% less capital invested
Capital invested by funds: $538M → $459M (-$78.4M)
15.32% less ownership
Funds ownership: 83.7% → 68.38% (-15%)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
58% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$5.82M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.95M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$994K |
| 4 |
PD
Planning Directions
Glen Mills,
Pennsylvania
|
+$679K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$123M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.7M |
| 3 |
Morgan Stanley
New York
|
-$11.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.94M |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$6.93M |
CFA Hedge Fund Activity: Q2 2020 in Review
58 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2020, worth a combined $459M — down 15% from $538M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CFA and 5 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 14 added.
The largest buyer was Golden State Wealth Management, adding an estimated $5.82M. The largest seller was Victory Capital Management, cutting an estimated $123M.
- 58 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2020, down from 61 in Q1 2020.
- Funds reported $459M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2020, down 15% quarter-over-quarter.
- 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2020 and 8 closed out, a net change of -3 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2020 was Golden State Wealth Management, an estimated $5.82M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2020 was Victory Capital Management, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2020.