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VictoryShares US 500 Volatility Wtd ETF
CFA

68 hedge funds and large institutions have $326M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 64 → 68 (+4)

3.54% more ownership

Funds ownership: 60.64% → 64.18% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $332M → $326M (-$6.33M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
+$20.6M
2
YCM
Yousif Capital Management
Michigan
+$11.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.25M
4
TC
TAP Consulting
Missouri
+$566K
5
PFO
Pathstone Family Office
New Jersey
+$553K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$11.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.6M
3
Ameriprise
Ameriprise
Minnesota
-$5.12M
4
Wells Fargo
Wells Fargo
California
-$1.36M
5
PAG
Private Advisor Group
New Jersey
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
26
Money Concepts Capital
Florida
$1.27M -$1.28K -18 -0.1%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$1.22M +$61K +858 +5%
RPC
28
Rossmore Private Capital
Connecticut
$1.03M +$160K +2,250 +17%
IWC
29
Integrated Wealth Concepts
Massachusetts
$794K +$110K +1,550 +15%
TGAM
30
TBH Global Asset Management
Tennessee
$742K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$693K -$7.25K -102 -1%
NFG
32
Nations Financial Group
Iowa
$669K +$6.97K +98 +1%
HWP
33
Hibernia Wealth Partners
Louisiana
$664K +$694K +9,759 New
Northern Trust
34
Northern Trust
Illinois
$571K – – –
IWM
35
IHT Wealth Management
Illinois
$569K +$1.07K +15 +0.2%
Creative Planning
36
Creative Planning
Kansas
$547K +$8.82K +124 +2%
PFO
37
Pathstone Family Office
New Jersey
$529K +$553K +7,769 New
NAS
38
NWF Advisory Services
California
$522K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$3.13K +44 +0.7%
GVAG
40
Great Valley Advisor Group
Delaware
$336K -$9.03K -127 -3%
Truist Financial
41
Truist Financial
North Carolina
$310K – – –
EWA
42
EverSource Wealth Advisors
Alabama
$299K +$36.8K +517 +13%
TA
43
TruWealth Advisors
Louisiana
$296K – – –
CA
44
Cetera Advisors
Colorado
$292K +$305K +4,291 New
FTUS
45
Flow Traders U.S.
New York
$267K -$278K -3,912 -50%
PD
46
Planning Directions
Pennsylvania
$239K -$18.3K -257 -7%
CFGS
47
Concourse Financial Group Securities
Alabama
$233K -$16.8K -236 -6%
WS
48
Wedbush Securities
California
$228K +$142 +2 +0.1%
AWS
49
Atria Wealth Solutions
New York
$223K -$65.3K -918 -22%
IA
50
IFP Advisors
Florida
$220K -$14.1K -198 -6%
1
2
3

CFA Hedge Fund Activity: Q3 2023 in Review

68 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2023, worth a combined $326M — down 1.9% from $332M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CFA positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Comerica Bank, opening a new position worth an estimated $20.6M. The largest seller was Victory Capital Management, exiting entirely with an estimated $11.4M sold.

  • 68 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2023, up from 64 in Q2 2023.
  • Funds reported $326M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 9 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2023 was Comerica Bank, an estimated $20.6M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2023 was Victory Capital Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.