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VictoryShares US 500 Volatility Wtd ETF
CFA

64 hedge funds and large institutions have $398M invested in VictoryShares US 500 Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

3.91% more ownership

Funds ownership: 59.52% → 63.43% (+3.9%)

0% more funds holding

Funds holding: 64 → 64 (0)

5% less capital invested

Capital invested by funds: $418M → $398M (-$20.4M)

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
26
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.37M
2
Ameriprise
Ameriprise
Minnesota
+$2.94M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.87M
4
MCC
Money Concepts Capital
Florida
+$1.35M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.17M
2
PAG
Private Advisor Group
New Jersey
-$5.08M
3
Bank of America
Bank of America
North Carolina
-$4.37M
4
UBS Group
UBS Group
Switzerland
-$850K
5
Citadel Advisors
Citadel Advisors
Florida
-$814K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$41.1K +561 +4%
GSWM
27
Golden State Wealth Management
California
$936K -$181K -2,478 -16%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$922K +$23.4K +319 +3%
RPC
29
Rossmore Private Capital
Connecticut
$852K +$69.5K +950 +9%
Creative Planning
30
Creative Planning
Kansas
$700K +$512 +7 +0.1%
IWM
31
IHT Wealth Management
Illinois
$673K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$658K +$16.7K +228 +3%
Northern Trust
33
Northern Trust
Illinois
$621K – – –
NFG
34
Nations Financial Group
Iowa
$602K -$543K -7,415 -48%
V
35
Veritable
Delaware
$562K +$1.32K +18 +0.2%
AWA
36
Amplius Wealth Advisors
Pennsylvania
$503K -$47.4K -648 -9%
IA
37
IFP Advisors
Florida
$473K +$234K +3,191 +50%
CFGS
38
Concourse Financial Group Securities
Alabama
$415K -$42.7K -584 -9%
PD
39
Planning Directions
Pennsylvania
$409K +$952 +13 +0.2%
GVAG
40
Great Valley Advisor Group
Delaware
$375K -$2.42K -33 -0.6%
Truist Financial
41
Truist Financial
North Carolina
$348K – – –
TA
42
TruWealth Advisors
Louisiana
$322K – – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$321K +$73 +1 +0%
AWS
44
Atria Wealth Solutions
New York
$311K +$307K +4,200 New
CBFP
45
Cedar Brook Financial Partners
Ohio
$293K +$439 +6 +0.2%
CA
46
Calton & Associates
Florida
$288K +$293 +4 +0.1%
FTUS
47
Flow Traders U.S.
New York
$259K -$581K -7,934 -69%
WS
48
Wedbush Securities
California
$253K +$146 +2 +0.1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$229K +$98.4K +1,345 +77%
OFG
50
Oxford Financial Group
Indiana
$226K – – –
1
2
3

CFA Hedge Fund Activity: Q1 2022 in Review

64 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2022, worth a combined $398M — down 4.9% from $418M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CFA positions and 3 closed out — a net gain of 1 holder — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.37M. The largest seller was Morgan Stanley, cutting an estimated $7.17M.

  • 64 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $398M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2022 was Wells Fargo, an estimated $3.37M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2022 was Morgan Stanley, an estimated $7.17M sold.

Based on aggregated 13F filings for Q1 2022.