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VictoryShares US 500 Volatility Wtd ETF
CFA

64 hedge funds and large institutions have $332M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

10% more funds holding

Funds holding: 58 → 64 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.56% less ownership

Funds ownership: 64.2% → 60.64% (-3.6%)

5% less capital invested

Capital invested by funds: $350M → $332M (-$18.2M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.99M
2
Goldman Sachs
Goldman Sachs
New York
+$2.45M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$892K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$708K
5
FTUS
Flow Traders U.S.
New York
+$537K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.4M
2
MCC
Money Concepts Capital
Florida
-$11.5M
3
Ameriprise
Ameriprise
Minnesota
-$10.6M
4
LPL Financial
LPL Financial
California
-$3.94M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
26
Rossmore Private Capital
Connecticut
$917K – – –
TGAM
27
TBH Global Asset Management
Tennessee
$775K – – –
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$731K -$17.5K -255 -2%
IWC
29
Integrated Wealth Concepts
Massachusetts
$718K +$193K +2,812 +39%
NFG
30
Nations Financial Group
Iowa
$691K +$75.8K +1,106 +13%
Northern Trust
31
Northern Trust
Illinois
$596K – – –
IWM
32
IHT Wealth Management
Illinois
$592K -$256K -3,737 -31%
Creative Planning
33
Creative Planning
Kansas
$562K -$19.9K -290 -4%
FTUS
34
Flow Traders U.S.
New York
$557K +$537K +7,837 New
V
35
Veritable
Delaware
$551K +$1.85K +27 +0.3%
NAS
36
NWF Advisory Services
California
$545K – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$461K -$15.2K -222 -3%
GVAG
38
Great Valley Advisor Group
Delaware
$360K – – –
Truist Financial
39
Truist Financial
North Carolina
$324K +$26K +379 +9%
TA
40
TruWealth Advisors
Louisiana
$309K – – –
AWS
41
Atria Wealth Solutions
New York
$298K – – –
EWA
42
EverSource Wealth Advisors
Alabama
$275K +$266K +3,874 New
PD
43
Planning Directions
Pennsylvania
$268K -$36.5K -533 -12%
CFGS
44
Concourse Financial Group Securities
Alabama
$260K -$5.14K -75 -2%
CA
45
Calton & Associates
Florida
$249K -$686 -10 -0.3%
AWC
46
Abundance Wealth Counselors
Pennsylvania
$244K +$235K +3,434 New
IA
47
IFP Advisors
Florida
$243K +$137 +2 +0.1%
WS
48
Wedbush Securities
California
$238K +$137 +2 +0.1%
GC
49
Guidance Capital
Kentucky
$231K +$220K +3,211 New
OFG
50
Oxford Financial Group
Indiana
$217K – – –
1
2
3

CFA Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2023, worth a combined $332M — down 5.2% from $350M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CFA positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.99M. The largest seller was Morgan Stanley, cutting an estimated $13.4M.

  • 64 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $332M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2023 and 2 closed out, a net change of +6 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $2.99M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2023 was Morgan Stanley, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2023.