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VictoryShares US 500 Volatility Wtd ETF
CFA

66 hedge funds and large institutions have $412M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $326M → $412M (+$86.6M)

10.95% more ownership

Funds ownership: 64.18% → 75.14% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 68 → 66 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$58.1M
2
LPL Financial
LPL Financial
California
+$4.68M
3
TC
TAP Consulting
Missouri
+$1.57M
4
RPC
Rossmore Private Capital
Connecticut
+$391K
5
FTUS
Flow Traders U.S.
New York
+$314K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.66M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$818K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$693K
5
Osaic Holdings
Osaic Holdings
Arizona
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.21M -$818K -11,737 -42%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$1.08M -$249K -3,567 -20%
IWC
28
Integrated Wealth Concepts
Massachusetts
$953K +$77.5K +1,112 +10%
Citadel Advisors
29
Citadel Advisors
Florida
$851K -$628K -9,004 -44%
TGAM
30
TBH Global Asset Management
Tennessee
$813K – – –
NFG
31
Nations Financial Group
Iowa
$783K +$47K +674 +7%
IWM
32
IHT Wealth Management
Illinois
$737K +$106K +1,525 +18%
FTUS
33
Flow Traders U.S.
New York
$629K +$314K +4,505 +115%
Northern Trust
34
Northern Trust
Illinois
$626K – – –
Creative Planning
35
Creative Planning
Kansas
$616K +$16K +229 +3%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$583K +$545K +7,814 New
NAS
37
NWF Advisory Services
California
$572K – – –
HWP
38
Hibernia Wealth Partners
Louisiana
$569K -$149K -2,134 -22%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$483K -$4.81K -69 -1%
GVAG
40
Great Valley Advisor Group
Delaware
$368K – – –
Truist Financial
41
Truist Financial
North Carolina
$340K – – –
CA
42
Cetera Advisors
Colorado
$335K +$13.9K +200 +5%
TA
43
TruWealth Advisors
Louisiana
$324K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$253K -$1.39K -20 -0.6%
AWS
45
Atria Wealth Solutions
New York
$244K – – –
CA
46
Calton & Associates
Florida
$244K +$228K +3,273 New
WS
47
Wedbush Securities
California
$241K -$7.74K -111 -3%
GC
48
Guidance Capital
Kentucky
$240K – – –
CBFP
49
Cedar Brook Financial Partners
Ohio
$226K +$1.05K +15 +0.5%
WIM
50
Westside Investment Management
California
$208K – – –
1
2
3

CFA Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2023, worth a combined $412M — up 27% from $326M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CFA and 4 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $58.1M. The largest seller was Bank of America, cutting an estimated $6.12M.

  • 66 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2023, down from 68 in Q3 2023.
  • Funds reported $412M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2023 and 5 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2023 was Morgan Stanley, an estimated $58.1M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2023 was Bank of America, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2023.