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VictoryShares US 500 Volatility Wtd ETF

57 hedge funds and large institutions have $332M invested in VictoryShares US 500 Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.89% less ownership

Funds ownership: 63.43%61.54% (-1.9%)

11% less funds holding

Funds holding: 6457 (-7)

16% less capital invested

Capital invested by funds: $398M → $332M (-$65.6M)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
23
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
26
BOK Financial
Oklahoma
$1.03M -$41.5K -601 -4%
RPC
27
Rossmore Private Capital
Connecticut
$771K +$34.5K +500 +4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$689K -$118K -1,718 -14%
Creative Planning
29
Creative Planning
Kansas
$607K +$138 +2 +0%
IWM
30
IHT Wealth Management
Illinois
$589K +$5.31K +77 +0.8%
NFG
31
Nations Financial Group
Iowa
$546K +$25.4K +368 +5%
Northern Trust
32
Northern Trust
Illinois
$539K
V
33
Veritable
Delaware
$489K +$1.72K +25 +0.3%
IA
34
IFP Advisors
Florida
$473K
PD
35
Planning Directions
Pennsylvania
$348K -$7.52K -109 -2%
GVAG
36
Great Valley Advisor Group
Delaware
$325K
CFGS
37
Concourse Financial Group Securities
Alabama
$281K -$84.8K -1,230 -22%
TA
38
TruWealth Advisors
Louisiana
$279K
IWC
39
Integrated Wealth Concepts
Massachusetts
$278K +$138 +2 +0%
Truist Financial
40
Truist Financial
North Carolina
$274K -$30.3K -440 -9%
AWS
41
Atria Wealth Solutions
New York
$270K
CBFP
42
Cedar Brook Financial Partners
Ohio
$254K +$552 +8 +0.2%
CA
43
Calton & Associates
Florida
$248K -$2.48K -36 -0.9%
WS
44
Wedbush Securities
California
$220K +$138 +2 +0.1%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$162K -$207 -3 -0.1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$158K -$43.8K -635 -21%
MAM
47
Meeder Asset Management
Ohio
$63K
SC
48
SouthState Corp
Florida
$37K
AW
49
ACG Wealth
Georgia
$29K +$31.1K +451 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$21K

CFA Hedge Fund Activity: Q2 2022 in Review

57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2022, worth a combined $332M — down 16% from $398M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFA and 1 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Morgan Stanley, cutting an estimated $7.85M.

  • 57 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2022, down from 64 in Q1 2022.
  • Funds reported $332M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 1 fund opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2022 and 7 closed out, a net change of -6 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $1.12M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2022 was Morgan Stanley, an estimated $7.85M sold.

Based on aggregated 13F filings for Q2 2022.