VictoryShares US 500 Volatility Wtd ETF
CFA
66 hedge funds and large institutions have $448M invested in VictoryShares US 500 Volatility Wtd ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $457M → $448M (-$9.5M)
1.67% less ownership
Funds ownership: 67.05% → 65.38% (-1.7%)
6% less funds holding
Funds holding: 70 → 66 (-4)
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplex Trading
Chicago,
Illinois
|
+$1.02M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$806K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$439K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$394K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.82M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.82M |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$3.57M |
CFA Hedge Fund Activity: Q1 2021 in Review
66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2021, worth a combined $448M — down 2.1% from $457M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CFA and 5 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 20 added.
The largest buyer was Simplex Trading, opening a new position worth an estimated $1.02M. The largest seller was Morgan Stanley, cutting an estimated $16.3M.
- 66 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2021, down from 70 in Q4 2020.
- Funds reported $448M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2021, down 2.1% quarter-over-quarter.
- 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2021 and 9 closed out, a net change of -4 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2021 was Simplex Trading, an estimated $1.02M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2021 was Morgan Stanley, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2021.