VictoryShares US 500 Volatility Wtd ETF
CFA
66 hedge funds and large institutions have $326M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 66 → 66 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
14.44% less ownership
Funds ownership: 75.14% → 60.69% (-14%)
21% less capital invested
Capital invested by funds: $412M → $326M (-$86.4M)
39% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.44M |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$994K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$351K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$312K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$64.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$29.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.7M |
| 5 |
YCM
Yousif Capital Management
Bloomfield Hills,
Michigan
|
-$1.5M |
CFA Hedge Fund Activity: Q1 2024 in Review
66 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2024, worth a combined $326M — down 21% from $412M a quarter earlier.
Fund positioning in CFA was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 17 added to existing stakes and 28 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $64.6M.
- 66 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $326M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2024, down 21% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $1.44M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2024 was Morgan Stanley, an estimated $64.6M sold.
Based on aggregated 13F filings for Q1 2024.