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VictoryShares US 500 Volatility Wtd ETF
CFA

58 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 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.46% more ownership

Funds ownership: 62.74% → 64.2% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $347M → $350M (+$2.56M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 61 → 58 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$11.3M
2
LPL Financial
LPL Financial
California
+$4.17M
3
Ameriprise
Ameriprise
Minnesota
+$4.08M
4
Bank of America
Bank of America
North Carolina
+$2.76M
5
PAG
Private Advisor Group
New Jersey
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$5.27M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$830K +$188K +2,715 +29%
TGAM
27
TBH Global Asset Management
Tennessee
$749K +$753K +10,897 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$724K +$49.6K +718 +7%
NFG
29
Nations Financial Group
Iowa
$592K +$48.8K +706 +9%
Northern Trust
30
Northern Trust
Illinois
$577K – – –
Creative Planning
31
Creative Planning
Kansas
$563K -$88.4K -1,279 -14%
NAS
32
NWF Advisory Services
California
$545K +$530K +7,667 New
V
33
Veritable
Delaware
$531K +$1.45K +21 +0.3%
IWC
34
Integrated Wealth Concepts
Massachusetts
$502K +$42.9K +620 +9%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$464K +6,714 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$355K -$56.6K -819 -14%
GVAG
37
Great Valley Advisor Group
Delaware
$348K – – –
TA
38
TruWealth Advisors
Louisiana
$299K – – –
PD
39
Planning Directions
Pennsylvania
$296K -$29.8K -431 -9%
AWS
40
Atria Wealth Solutions
New York
$288K – – –
Truist Financial
41
Truist Financial
North Carolina
$287K -$113K -1,631 -28%
CFGS
42
Concourse Financial Group Securities
Alabama
$256K -$31.4K -454 -11%
CA
43
Calton & Associates
Florida
$242K +$277 +4 +0.1%
WS
44
Wedbush Securities
California
$230K +$69 +1 +0%
OFG
45
Oxford Financial Group
Indiana
$210K – – –
CBFP
46
Cedar Brook Financial Partners
Ohio
$207K +$553 +8 +0.3%
WIM
47
Westside Investment Management
California
$192K – – –
IA
48
IFP Advisors
Florida
$170K -$351K -5,082 -60%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$97K -$51.8K -750 -35%
TWM
50
Tradition Wealth Management
Minnesota
$91K +$91.3K +1,320 New
1
2
3

CFA Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2023, worth a combined $350M — up 0.74% from $347M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CFA and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 23 added.

The largest buyer was Money Concepts Capital, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 58 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2023, down from 61 in Q4 2022.
  • Funds reported $350M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2023, up 0.74% quarter-over-quarter.
  • 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2023 and 6 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.3M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2023 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2023.