CFA icon

VictoryShares US 500 Volatility Wtd ETF
CFA

Overview Fund Activity

61 hedge funds and large institutions have $538M invested in VictoryShares US 500 Volatility Wtd ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
20
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$120M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.87M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.56M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$983K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$923K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$17.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.25M
4
LPL Financial
LPL Financial
California
-$2.82M
5
WWM
Western Wealth Management
Colorado
-$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
51
Bison Wealth
Georgia
$46K – – –
BWA
52
BDO Wealth Advisors
Florida
$38K – – –
AF
53
Advisornet Financial
Minnesota
$35K – – –
EP
54
Eudaimonia Partners
Tennessee
$31K -$25.7K -616 -45%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$30K +$86 +2 +0.3%
FMII
56
Farmers & Merchants Investments Inc
Nebraska
$27K +$27K +625 New
CBT
57
Capital Bank & Trust
California
$19K +$19K +449 New
NSIM
58
North Star Investment Management
Illinois
$18K – – –
KFS
59
Kelly Financial Services
Massachusetts
$11K +$11K +259 New
HGWM
60
Harvest Group Wealth Management
Massachusetts
$2K – – –
WIM
61
Westside Investment Management
California
$72 +$72 +1,711 New
WWM
62
Western Wealth Management
Colorado
– -$2.8M -51,568 Closed
PD
63
Planning Directions
Pennsylvania
– -$1.04M -18,342 Closed
Jane Street
64
Jane Street
New York
– -$641K -11,353 Closed
Bank of New York Mellon
65
Bank of New York Mellon
New York
– -$472K -8,360 Closed
SWP
66
Stratos Wealth Partners
Ohio
– -$408K -7,235 Closed
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
– -$283K -5,014 Closed
APP
68
Avantax Planning Partners
Iowa
– -$265K -4,700 Closed
CBFP
69
Cedar Brook Financial Partners
Ohio
– -$260K -4,602 Closed
WS
70
Wedbush Securities
California
– -$256K -4,546 Closed
EWM
71
EPG Wealth Management
Georgia
– -$171K -3,025 Closed
BFEC
72
Benjamin F. Edwards & Company
Missouri
– -$7K -116 Closed
US Bancorp
73
US Bancorp
Minnesota
– -$2K -30 Closed
IFAM
74
Institutional & Family Asset Management
Colorado
– -$1K -25 Closed
1 2
3