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VictoryShares US 500 Volatility Wtd ETF
CFA

66 hedge funds and large institutions have $448M invested in VictoryShares US 500 Volatility Wtd ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $457M → $448M (-$9.5M)

1.67% less ownership

Funds ownership: 67.05% → 65.38% (-1.7%)

6% less funds holding

Funds holding: 70 → 66 (-4)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Simplex Trading
Simplex Trading
Illinois
+$1.02M
2
FTUS
Flow Traders U.S.
New York
+$806K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$439K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$394K
5
Wolverine Trading
Wolverine Trading
Illinois
+$359K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.5M
3
Bank of America
Bank of America
North Carolina
-$3.82M
4
Ameriprise
Ameriprise
Minnesota
-$3.82M
5
GSWM
Golden State Wealth Management
California
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
51
Cedar Brook Financial Partners
Ohio
$212K -$63.3K -980 -24%
OFG
52
Oxford Financial Group
Indiana
$205K +$197K +3,050 New
SBSB
53
Sullivan, Bruyette, Speros & Blaney
Virginia
$174K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$125K – – –
SFSG
55
Sound Financial Strategies Group
Mississippi
$122K – – –
BW
56
Bison Wealth
Georgia
$72K – – –
MAM
57
Meeder Asset Management
Ohio
$66K +$63.6K +985 New
S
58
SignatureFD
Georgia
$59K – – –
AF
59
Advisornet Financial
Minnesota
$55K – – –
AWA
60
Arkadios Wealth Advisors
Georgia
$35K +$2.46K +38 +8%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$22K – – –
KFS
62
Kelly Financial Services
Massachusetts
$17.6K – – –
SFS
63
Sowell Financial Services
Arkansas
$9K – – –
EP
64
Eudaimonia Partners
Tennessee
$9K +$8.59K +133 New
SPIA
65
Steward Partners Investment Advisory
New York
$2.68K – – –
WIM
66
Westside Investment Management
California
$114 – – –
GSWM
67
Golden State Wealth Management
California
– -$3.57M -57,339 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
– -$216K -3,460 Closed
LFAS
69
Level Four Advisory Services
Texas
– -$213K -3,416 Closed
KCM
70
Kathmere Capital Management
Pennsylvania
– -$73K -1,177 Closed
GI
71
Gradient Investments
Minnesota
– -$63K -1,165 Closed
BWA
72
BDO Wealth Advisors
Florida
– -$53K -853 Closed
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$20K -316 Closed
BSG
74
Black Swift Group
Colorado
– -$11K -180 Closed
HGWM
75
Harvest Group Wealth Management
Massachusetts
– -$3K -42 Closed
1 2
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CFA Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2021, worth a combined $448M — down 2.1% from $457M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CFA and 5 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 20 added.

The largest buyer was Simplex Trading, opening a new position worth an estimated $1.02M. The largest seller was Morgan Stanley, cutting an estimated $16.3M.

  • 66 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2021, down from 70 in Q4 2020.
  • Funds reported $448M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2021, down 2.1% quarter-over-quarter.
  • 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2021 and 9 closed out, a net change of -4 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2021 was Simplex Trading, an estimated $1.02M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2021 was Morgan Stanley, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2021.