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VictoryShares US 500 Volatility Wtd ETF
CFA

61 hedge funds and large institutions have $412M invested in VictoryShares US 500 Volatility Wtd ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 58 → 61 (+3)

2.36% less ownership

Funds ownership: 68.38% → 66.02% (-2.4%)

10% less capital invested

Capital invested by funds: $459M → $412M (-$47.6M)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.67M
2
Northern Trust
Northern Trust
Illinois
+$1.18M
3
TC
TAP Consulting
Missouri
+$885K
4
FTUS
Flow Traders U.S.
New York
+$773K
5
PAG
Private Advisor Group
New Jersey
+$490K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$38.5M
2
Bank of America
Bank of America
North Carolina
-$17M
3
Morgan Stanley
Morgan Stanley
New York
-$7.83M
4
UBS Group
UBS Group
Switzerland
-$6.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
51
Bison Wealth
Georgia
$58K – – –
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$15.5K +289 +48%
S
53
SignatureFD
Georgia
$47K – – –
BWA
54
BDO Wealth Advisors
Florida
$46K – – –
AF
55
Advisornet Financial
Minnesota
$44K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$18K – – –
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$17K +316 New
KFS
58
Kelly Financial Services
Massachusetts
$14.1K – – –
HGWM
59
Harvest Group Wealth Management
Massachusetts
$4K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$2K +$2.15K +40 New
WIM
61
Westside Investment Management
California
$92 – – –
LFAS
62
Level Four Advisory Services
Texas
– -$556K -11,010 Closed
HF
63
HRT Financial
New York
– -$295K -5,851 Closed
PPP
64
Private Portfolio Partners
New Jersey
– -$212K -4,193 Closed
PIA
65
Perennial Investment Advisors
California
– -$201K -3,977 Closed
CAN
66
Cetera Advisor Networks
California
– -$64K -1,261 Closed
1 2
3

CFA Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2020, worth a combined $412M — down 10% from $459M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CFA positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.67M. The largest seller was Victory Capital Management, cutting an estimated $38.5M.

  • 61 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2020, up from 58 in Q2 2020.
  • Funds reported $412M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2020, down 10% quarter-over-quarter.
  • 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2020 and 5 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2020 was Citadel Advisors, an estimated $1.67M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2020 was Victory Capital Management, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2020.