VictoryShares US 500 Volatility Wtd ETF
CFA
52 hedge funds and large institutions have $458M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more capital invested
Capital invested by funds: $388M → $458M (+$69.7M)
11% more funds holding
Funds holding: 47 → 52 (+5)
0.78% less ownership
Funds ownership: 66.83% → 66.05% (-0.78%)
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.9M |
| 2 |
Rockefeller Capital Management
New York
|
+$11.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.93M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.71M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.63M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$6.08M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.64M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.62M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
TCM
52
Tran Capital Management
San Rafael,
California
| – | -$1.07M | -24,289 | Closed |
|
53
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$234K | -5,318 | Closed |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| – | -$67K | -1,519 | Closed |
|
55
AssetMark Inc
Concord,
California
| – | -$7K | -150 | Closed |
|
CFA Hedge Fund Activity: Q1 2019 in Review
52 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2019, worth a combined $458M — up 18% from $388M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CFA positions and 5 closed out — a net gain of 6 holders — while 14 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was UBS Group, cutting an estimated $8.63M.
- 52 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2019, up from 47 in Q4 2018.
- Funds reported $458M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2019, up 18% quarter-over-quarter.
- 11 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2019 and 5 closed out, a net change of +6 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2019 was Morgan Stanley, an estimated $14.9M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2019 was UBS Group, an estimated $8.63M sold.
Based on aggregated 13F filings for Q1 2019.