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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

57 hedge funds and large institutions have $350M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.15M
2
Ameriprise
Ameriprise
Minnesota
+$4.06M
3
Bank of America
Bank of America
North Carolina
+$2.74M
4
MCC
Money Concepts Capital
Florida
+$1.78M
5
PAG
Private Advisor Group
New Jersey
+$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$5.27M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.08M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.69M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$830K +$187K +2,715 +29%
TGAM
27
TBH Global Asset Management
Tennessee
$749K +$749K +10,897 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$724K +$49.3K +718 +7%
NFG
29
Nations Financial Group
Iowa
$592K +$48.5K +706 +9%
Northern Trust
30
Northern Trust
Illinois
$577K – – –
Creative Planning
31
Creative Planning
Kansas
$563K -$87.9K -1,279 -14%
V
32
Veritable
Delaware
$531K +$1.44K +21 +0.3%
IWC
33
Integrated Wealth Concepts
Massachusetts
$502K +$42.7K +620 +9%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$462K +6,714 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$355K -$56.3K -819 -14%
GVAG
36
Great Valley Advisor Group
Delaware
$348K – – –
TA
37
TruWealth Advisors
Louisiana
$299K – – –
PD
38
Planning Directions
Pennsylvania
$296K -$29.6K -431 -9%
AWS
39
Atria Wealth Solutions
New York
$288K – – –
Truist Financial
40
Truist Financial
North Carolina
$287K -$112K -1,631 -28%
CFGS
41
Concourse Financial Group Securities
Alabama
$256K -$31.2K -454 -11%
CA
42
Calton & Associates
Florida
$242K +$275 +4 +0.1%
WS
43
Wedbush Securities
California
$230K +$69 +1 +0%
OFG
44
Oxford Financial Group
Indiana
$210K – – –
CBFP
45
Cedar Brook Financial Partners
Ohio
$207K +$550 +8 +0.3%
WIM
46
Westside Investment Management
California
$192K – – –
IA
47
IFP Advisors
Florida
$170K -$253K -5,082 -60%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$97K -$51.4K -750 -35%
TWM
49
Tradition Wealth Management
Minnesota
$91K +$91K +1,320 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$87.2K – – –
1
2
3