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VictoryShares US 500 Volatility Wtd ETF
CFA

65 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0.52% more ownership

Funds ownership: 60.69% → 61.22% (+0.52%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less capital invested

Capital invested by funds: $326M → $313M (-$12.5M)

2% less funds holding

Funds holding: 66 → 65 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
22
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.17M
2
LFG
Larson Financial Group
Missouri
+$4.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.09M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$689K

Top Sellers

Rank Fund Capital Flow
1
YCM
Yousif Capital Management
Michigan
-$11.5M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$2.22M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.03M
4
Bank of America
Bank of America
North Carolina
-$1.39M
5
Ameriprise
Ameriprise
Minnesota
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
26
Money Concepts Capital
Florida
$1.29M -$66K -832 -5%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.28M +$162K +2,042 +15%
STA
28
Smith Thornton Advisors
Alabama
$1.13M +$1.13M +14,267 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.09M +$689K +8,688 +172%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$1.08M +$1.08M +13,600 New
NFG
31
Nations Financial Group
Iowa
$950K +$13.6K +172 +1%
SA
32
Sanctuary Advisors
Indiana
$877K +$888K +11,203 New
TGAM
33
TBH Global Asset Management
Tennessee
$865K – – –
IWM
34
IHT Wealth Management
Illinois
$779K -$65K -820 -8%
Creative Planning
35
Creative Planning
Kansas
$689K +$25.5K +322 +4%
Northern Trust
36
Northern Trust
Illinois
$665K – – –
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$624K +$1.98K +25 +0.3%
NAS
38
NWF Advisory Services
California
$608K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$507K -$8.16K -103 -2%
GVAG
40
Great Valley Advisor Group
Delaware
$391K – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$362K – – –
TA
42
TruWealth Advisors
Louisiana
$345K – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$286K +$286K +3,605 New
WS
44
Wedbush Securities
California
$270K – – –
AWS
45
Atria Wealth Solutions
New York
$260K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$244K -$3.73K -47 -2%
SEIA
47
Signature Estate & Investment Advisors
California
$242K +$242K +3,055 New
CA
48
Calton & Associates
Florida
$230K -$1.82K -23 -0.8%
WIM
49
Westside Investment Management
California
$221K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$210K +$25K +315 +13%
1
2
3

CFA Hedge Fund Activity: Q2 2024 in Review

65 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2024, worth a combined $313M — down 3.8% from $326M a quarter earlier.

Fund positioning in CFA was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 22 added to existing stakes and 19 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.17M. The largest seller was Yousif Capital Management, exiting entirely with an estimated $11.5M sold.

  • 65 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2024, down from 66 in Q1 2024.
  • Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2024, down 3.8% quarter-over-quarter.
  • 9 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2024 and 9 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $4.17M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2024 was Yousif Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2024.