VictoryShares US 500 Volatility Wtd ETF
CFA
64 hedge funds and large institutions have $332M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
10% more funds holding
Funds holding: 58 → 64 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.56% less ownership
Funds ownership: 64.2% → 60.64% (-3.6%)
5% less capital invested
Capital invested by funds: $350M → $332M (-$18.2M)
38% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.99M |
| 2 |
Goldman Sachs
New York
|
+$2.45M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$892K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$708K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.4M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$11.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.94M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.89M |
CFA Hedge Fund Activity: Q2 2023 in Review
64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2023, worth a combined $332M — down 5.2% from $350M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CFA positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.99M. The largest seller was Morgan Stanley, cutting an estimated $13.4M.
- 64 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2023, up from 58 in Q1 2023.
- Funds reported $332M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2023, down 5.2% quarter-over-quarter.
- 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2023 and 2 closed out, a net change of +6 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $2.99M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2023 was Morgan Stanley, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2023.