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VictoryShares US 500 Volatility Wtd ETF

65 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 59.91%60.38% (+0.47%)

0% more capital invested

Capital invested by funds: $313M → $313M (+$558K)

6% less funds holding

Funds holding: 6965 (-4)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.5M -$40.1K -465 -3%
MCC
27
Money Concepts Capital
Florida
$1.2M -$57.1K -662 -4%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$1.16M
STA
29
Smith Thornton Advisors
Alabama
$977K -$264K -3,054 -21%
GSWM
30
Golden State Wealth Management
California
$966K -$22.6K -262 -2%
SA
31
Sanctuary Advisors
Indiana
$951K +$949 +11 +0.1%
TGAM
32
TBH Global Asset Management
Tennessee
$873K -$48.7K -564 -5%
Creative Planning
33
Creative Planning
Kansas
$752K +$6.99K +81 +0.9%
IWM
34
IHT Wealth Management
Illinois
$742K -$86.5K -1,003 -10%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$670K +$1.55K +18 +0.2%
Northern Trust
36
Northern Trust
Illinois
$662K
NAS
37
NWF Advisory Services
California
$647K +$661K +7,659 New
GVAG
38
Great Valley Advisor Group
Delaware
$457K +$41K +475 +10%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$427K +$149K +1,727 +52%
MAS
40
MPWM Advisory Solutions
Georgia
$425K -$17.3K -200 -4%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$395K -$28.6K -331 -7%
OFO
42
OneAscent Family Office
Alabama
$369K -$107K -1,242 -22%
TA
43
TruWealth Advisors
Louisiana
$367K
HighTower Advisors
44
HighTower Advisors
Illinois
$303K +$19.6K +227 +7%
SEIA
45
Signature Estate & Investment Advisors
California
$260K +$518 +6 +0.2%
PCS
46
Private Client Services
Kentucky
$253K -$6.64K -77 -3%
AWS
47
Atria Wealth Solutions
New York
$250K -$39K -452 -13%
GLA
48
Good Life Advisors
Pennsylvania
$248K +$253K +2,934 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$241K -$2.45M -28,432 -91%
WIM
50
Westside Investment Management
California
$235K

CFA Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2025, worth a combined $313M — up 0.18% from $313M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFA and 4 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 21 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $11.4M. The largest seller was UBS Group, cutting an estimated $2.8M.

  • 65 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2025, down from 69 in Q4 2024.
  • Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2025, up 0.18% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2025 and 7 closed out, a net change of -3 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $11.4M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2025 was UBS Group, an estimated $2.8M sold.

Based on aggregated 13F filings for Q1 2025.