VictoryShares US 500 Volatility Wtd ETF
CFA
61 hedge funds and large institutions have $347M invested in VictoryShares US 500 Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $321M → $347M (+$26M)
3% more funds holding
Funds holding: 59 → 61 (+2)
0.1% more ownership
Funds ownership: 62.64% → 62.74% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.62M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.89M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.26M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.51M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.91M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3.26M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.96M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$520K |
CFA Hedge Fund Activity: Q4 2022 in Review
61 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2022, worth a combined $347M — up 8.1% from $321M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFA positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 23 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.62M. The largest seller was Morgan Stanley, cutting an estimated $4.91M.
- 61 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $347M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2022 was Ameriprise, an estimated $9.62M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.91M sold.
Based on aggregated 13F filings for Q4 2022.