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VictoryShares US 500 Volatility Wtd ETF
CFA

63 hedge funds and large institutions have $456M invested in VictoryShares US 500 Volatility Wtd ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $448M → $456M (+$8.5M)

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: 6 | Existing positions closed: 6

0.73% less ownership

Funds ownership: 65.38% → 64.66% (-0.73%)

5% less funds holding

Funds holding: 66 → 63 (-3)

53% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 30

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
14
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.93M
3
PAG
Private Advisor Group
New Jersey
+$1.33M
4
GSEP
Golden State Equity Partners
California
+$1.05M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$481K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.82M
2
RJA
Raymond James & Associates
Florida
-$4.37M
3
Bank of America
Bank of America
North Carolina
-$3.65M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.4M
5
Ameriprise
Ameriprise
Minnesota
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
26
Golden State Equity Partners
California
$1.06M +$1.05M +14,896 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$866K -$844 -12 -0.1%
GWSG
28
GPS Wealth Strategies Group
Colorado
$774K +$72.2K +1,026 +10%
RPC
29
Rossmore Private Capital
Connecticut
$744K -$10.6K -150 -1%
TRCT
30
Tower Research Capital (TRC)
New York
$697K +$419K +5,958 +156%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$695K -$35.6K -506 -5%
IWM
32
IHT Wealth Management
Illinois
$648K +$14.7K +209 +2%
Northern Trust
33
Northern Trust
Illinois
$598K – – –
V
34
Veritable
Delaware
$536K +$1.13K +16 +0.2%
CFGS
35
Concourse Financial Group Securities
Alabama
$505K -$56K -796 -10%
SIG
36
Sargent Investment Group
Maryland
$483K – – –
IA
37
IFP Advisors
Florida
$454K -$206K -2,929 -32%
PD
38
Planning Directions
Pennsylvania
$438K -$65.8K -936 -13%
Creative Planning
39
Creative Planning
Kansas
$390K +$384K +5,460 New
GVAG
40
Great Valley Advisor Group
Delaware
$370K – – –
Truist Financial
41
Truist Financial
North Carolina
$335K -$10.2K -145 -3%
CA
42
Calton & Associates
Florida
$327K -$8.65K -123 -3%
NFG
43
Next Financial Group
Texas
$314K -$211K -3,000 -41%
IWC
44
Integrated Wealth Concepts
Massachusetts
$308K -$7.25K -103 -2%
NA
45
NewEdge Advisors
Louisiana
$297K -$46.4K -659 -14%
CBFP
46
Cedar Brook Financial Partners
Ohio
$296K +$69.7K +991 +31%
BRWA
47
B. Riley Wealth Advisors
Florida
$295K -$197K -2,796 -40%
LFAS
48
Level Four Advisory Services
Texas
$292K +$288K +4,096 New
WS
49
Wedbush Securities
California
$247K -$985 -14 -0.4%
OFG
50
Oxford Financial Group
Indiana
$217K – – –
1
2
3

CFA Hedge Fund Activity: Q2 2021 in Review

63 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2021, worth a combined $456M — up 1.9% from $448M a quarter earlier.

Fund positioning in CFA was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 30 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.2M. The largest seller was Morgan Stanley, cutting an estimated $4.82M.

  • 63 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2021, down from 66 in Q1 2021.
  • Funds reported $456M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2021 and 6 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $2.2M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2021 was Morgan Stanley, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2021.