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VictoryShares US 500 Volatility Wtd ETF
CFA

71 hedge funds and large institutions have $325M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

9% more funds holding

Funds holding: 65 → 71 (+6)

4% more capital invested

Capital invested by funds: $313M → $325M (+$11.9M)

1.77% less ownership

Funds ownership: 61.22% → 59.44% (-1.8%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
26
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$2.28M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$811K
4
Jane Street
Jane Street
New York
+$629K
5
HWP
Hibernia Wealth Partners
Louisiana
+$626K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.57M
2
UBS Group
UBS Group
Switzerland
-$5.79M
3
IF
Intrua Financial
Texas
-$3.15M
4
Bank of America
Bank of America
North Carolina
-$1.92M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.6M -$1.9M -23,178 -55%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.42M +$32.9K +401 +2%
MCC
28
Money Concepts Capital
Florida
$1.36M -$40.6K -494 -3%
STA
29
Smith Thornton Advisors
Alabama
$1.24M +$7.48K +91 +0.6%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$1.17M – – –
NFG
31
Nations Financial Group
Iowa
$1.05M +$19.7K +240 +2%
SA
32
Sanctuary Advisors
Indiana
$1.01M +$3.12K +38 +0.3%
IF
33
Intrua Financial
Texas
$996K -$3.15M -38,358 -77%
TGAM
34
TBH Global Asset Management
Tennessee
$939K – – –
IWM
35
IHT Wealth Management
Illinois
$847K – – –
Creative Planning
36
Creative Planning
Kansas
$748K -$329 -4 -0%
Northern Trust
37
Northern Trust
Illinois
$723K – – –
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$679K +$2.22K +27 +0.3%
Jane Street
39
Jane Street
New York
$660K +$629K +7,660 New
NAS
40
NWF Advisory Services
California
$660K – – –
HWP
41
Hibernia Wealth Partners
Louisiana
$656K +$626K +7,615 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$592K +$269K +3,280 +91%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$530K -$19.5K -237 -4%
GVAG
44
Great Valley Advisor Group
Delaware
$425K – – –
TA
45
TruWealth Advisors
Louisiana
$374K – – –
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$359K -$33.1K -403 -9%
AWS
47
Atria Wealth Solutions
New York
$282K – – –
HighTower Advisors
48
HighTower Advisors
Illinois
$278K +$265K +3,221 New
SEIA
49
Signature Estate & Investment Advisors
California
$264K +$739 +9 +0.3%
CFGS
50
Concourse Financial Group Securities
Alabama
$254K -$9.7K -118 -4%
1
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CFA Hedge Fund Activity: Q3 2024 in Review

71 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2024, worth a combined $325M — up 3.8% from $313M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CFA positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $6.57M.

  • 71 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $325M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $3.1M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.57M sold.

Based on aggregated 13F filings for Q3 2024.