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VictoryShares US 500 Volatility Wtd ETF
CFA

68 hedge funds and large institutions have $316M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding

Funds holding: 68 → 68 (0)

1% less capital invested

Capital invested by funds: $319M → $316M (-$3.84M)

1.23% less ownership

Funds ownership: 60.02% → 58.8% (-1.2%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$4.6M
2
Goldman Sachs
Goldman Sachs
New York
+$3.27M
3
HF
HRT Financial
New York
+$577K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$575K
5
Citadel Advisors
Citadel Advisors
Florida
+$541K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$6.88M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.01M
3
Stifel Financial
Stifel Financial
Missouri
-$4.75M
4
Morgan Stanley
Morgan Stanley
New York
-$1.4M
5
Bank of America
Bank of America
North Carolina
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$1.23M – – –
MCC
27
Money Concepts Capital
Florida
$1.13M -$97.3K -1,087 -8%
GSWM
28
Golden State Wealth Management
California
$1.01M +$2.24K +25 +0.2%
TGAM
29
TBH Global Asset Management
Tennessee
$940K – – –
STA
30
Smith Thornton Advisors
Alabama
$901K – – –
Creative Planning
31
Creative Planning
Kansas
$820K +$3.31K +37 +0.4%
IWM
32
IHT Wealth Management
Illinois
$793K – – –
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$727K +$2.42K +27 +0.3%
Northern Trust
34
Northern Trust
Illinois
$713K – – –
NAS
35
NWF Advisory Services
California
$697K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$608K +$164K +1,829 +38%
HF
37
HRT Financial
New York
$586K +$577K +6,443 New
Citadel Advisors
38
Citadel Advisors
Florida
$549K +$541K +6,038 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$540K +$532K +5,940 New
CA
40
Claro Advisors
Massachusetts
$540K +$115K +1,284 +28%
GVAG
41
Great Valley Advisor Group
Delaware
$498K +$10.6K +118 +2%
MAS
42
MPWM Advisory Solutions
Georgia
$458K – – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$425K – – –
OFO
44
OneAscent Family Office
Alabama
$397K – – –
TA
45
TruWealth Advisors
Louisiana
$395K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$373K -$15K -168 -4%
Stifel Financial
47
Stifel Financial
Missouri
$363K -$4.75M -53,032 -93%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$351K +$345K +3,857 New
QCM
49
Quantinno Capital Management
New York
$347K +$40.2K +449 +13%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$341K – – –
1
2
3

CFA Hedge Fund Activity: Q3 2025 in Review

68 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2025, worth a combined $316M — down 1.2% from $319M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CFA positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $4.6M. The largest seller was Raymond James Financial, cutting an estimated $6.88M.

  • 68 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $316M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2025, down 1.2% quarter-over-quarter.
  • 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2025 and 4 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $4.6M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2025 was Raymond James Financial, an estimated $6.88M sold.

Based on aggregated 13F filings for Q3 2025.