VictoryShares US 500 Volatility Wtd ETF
CFA
55 hedge funds and large institutions have $482M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
6% more funds holding
Funds holding: 52 → 55 (+3)
5% more capital invested
Capital invested by funds: $458M → $482M (+$23.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.24% less ownership
Funds ownership: 66.05% → 65.81% (-0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14M |
| 2 |
Morgan Stanley
New York
|
+$7.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.97M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$4.87M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.9M |
| 2 |
Rockefeller Capital Management
New York
|
-$9.33M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3.68M |
| 4 |
Jane Street
New York
|
-$1.04M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$787K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
51
TrustCore Financial Services
Brentwood,
Tennessee
| $9K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $5K | -$154 | -3 | -3% |
|
53
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
HGWM
54
Harvest Group Wealth Management
Waltham,
Massachusetts
| $2K | +$2.1K | +41 | New |
|
|
LFAS
55
Level Four Advisory Services
Dallas,
Texas
| – | -$312K | -6,225 | Closed |
|
56
Bessemer Group
Woodbridge,
New Jersey
| – | -$38K | -750 | Closed |
|
|
SWM
57
SeaCrest Wealth Management
Purchase,
New York
| – | -$5K | -100 | Closed |
|
CFA Hedge Fund Activity: Q2 2019 in Review
55 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2019, worth a combined $482M — up 5.2% from $458M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CFA positions and 3 closed out — a net gain of 5 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $26.9M.
- 55 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2019, up from 52 in Q1 2019.
- Funds reported $482M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2019, up 5.2% quarter-over-quarter.
- 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2019 and 3 closed out, a net change of +5 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2019 was LPL Financial, an estimated $14M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2019 was Bank of America, an estimated $26.9M sold.
Based on aggregated 13F filings for Q2 2019.