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VictoryShares US 500 Volatility Wtd ETF
CFA

72 hedge funds and large institutions have $318M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 68 → 72 (+4)

1.87% more ownership

Funds ownership: 58.8% → 60.66% (+1.9%)

1% more capital invested

Capital invested by funds: $316M → $318M (+$1.99M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.4M
2
NFG
Nations Financial Group
Iowa
+$4.65M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.13M
2
Wells Fargo
Wells Fargo
California
-$4.83M
3
Goldman Sachs
Goldman Sachs
New York
-$2.69M
4
Osaic Holdings
Osaic Holdings
Arizona
-$965K
5
Raymond James Financial
Raymond James Financial
Florida
-$867K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.76M +$1.2M +13,284 +220%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.75M +$37.3K +412 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.65M +$1.39M +15,318 +540%
RPC
29
Rossmore Private Capital
Connecticut
$1.52M -$16.3K -180 -1%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$1.25M – – –
GSWM
31
Golden State Wealth Management
California
$1.01M -$3.71K -41 -0.4%
MCC
32
Money Concepts Capital
Florida
$1M -$128K -1,414 -11%
TGAM
33
TBH Global Asset Management
Tennessee
$940K – – –
STA
34
Smith Thornton Advisors
Alabama
$901K – – –
IWM
35
IHT Wealth Management
Illinois
$796K – – –
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$731K +$3.08K +34 +0.4%
NAS
37
NWF Advisory Services
California
$563K -$133K -1,470 -19%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$557K -$51.7K -571 -9%
CA
39
Claro Advisors
Massachusetts
$540K – – –
Northern Trust
40
Northern Trust
Illinois
$537K -$176K -1,940 -25%
MW
41
Marble Wealth
Alabama
$475K +$472K +5,216 New
GVAG
42
Great Valley Advisor Group
Delaware
$451K -$46.4K -513 -9%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$440K +$14K +155 +3%
Creative Planning
44
Creative Planning
Kansas
$426K -$392K -4,338 -48%
HighTower Advisors
45
HighTower Advisors
Illinois
$425K +$52.2K +577 +14%
TA
46
TruWealth Advisors
Louisiana
$395K – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$351K +$90 +1 +0%
QCM
48
Quantinno Capital Management
New York
$346K -$543 -6 -0.2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$341K – – –
MAS
50
MPWM Advisory Solutions
Georgia
$310K -$147K -1,629 -32%
1
2
3 4

CFA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2025, worth a combined $318M — up 0.63% from $316M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CFA positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 31 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $10.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.13M.

  • 72 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $318M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2025, up 0.63% quarter-over-quarter.
  • 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $10.4M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q4 2025.