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VictoryShares US 500 Volatility Wtd ETF
CFA

58 hedge funds and large institutions have $350M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.46% more ownership

Funds ownership: 62.74% → 64.2% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $347M → $350M (+$2.56M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 61 → 58 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$11.3M
2
LPL Financial
LPL Financial
California
+$4.17M
3
Ameriprise
Ameriprise
Minnesota
+$4.08M
4
Bank of America
Bank of America
North Carolina
+$2.76M
5
PAG
Private Advisor Group
New Jersey
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$5.27M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$87.2K – – –
NA
52
NewEdge Advisors
Louisiana
$23.7K -$35K -506 -59%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$22.6K – – –
NFSG
54
Newbridge Financial Services Group
Florida
$15.1K -$1.66K -24 -10%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$11.8K -$10.6K -153 -47%
SPIA
56
Steward Partners Investment Advisory
New York
$9.62K +$6.91K +100 +250%
GWSG
57
GPS Wealth Strategies Group
Colorado
$7.56K +$7.61K +110 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$3.19K +$417K +6,026 +15%
Baird Financial Group
59
Baird Financial Group
Wisconsin
– -$5.27M -77,755 Closed
BF
60
BOK Financial
Oklahoma
– -$1.05M -15,462 Closed
MML Investors Services
61
MML Investors Services
Massachusetts
– -$293K -4,332 Closed
EWA
62
EverSource Wealth Advisors
Alabama
– -$5.42K -80 Closed
AWM
63
Accurate Wealth Management
Florida
– -$5.3K -76 Closed
TRCT
64
Tower Research Capital (TRC)
New York
– -$1K -15 Closed
1 2
3

CFA Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2023, worth a combined $350M — up 0.74% from $347M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CFA and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 23 added.

The largest buyer was Money Concepts Capital, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 58 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2023, down from 61 in Q4 2022.
  • Funds reported $350M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2023, up 0.74% quarter-over-quarter.
  • 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2023 and 6 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.3M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2023 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2023.