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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

67 hedge funds and large institutions have $325M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$19.8M
2
YCM
2
Yousif Capital Management
Michigan
$10.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.39M
4
TC
4
TAP Consulting
Missouri
$4.44M
5
PFO
5
Pathstone Family Office
New Jersey
$529K

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.5M
3
Ameriprise
3
Ameriprise
Minnesota
$8.43M
4
Wells Fargo
4
Wells Fargo
California
$19.7M
5
PAG
5
Private Advisor Group
New Jersey
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
51
Cedar Brook Financial Partners
Ohio
$206K +$545 +8 +0.3%
WIM
52
Westside Investment Management
California
$190K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$163K +$24.8K +364 +18%
TWM
54
Tradition Wealth Management
Minnesota
$144K – – –
SCA
55
Stonebridge Capital Advisors
Minnesota
$119K +$119K +1,742 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$96K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$86.3K – – –
NS
58
NBC Securities
Alabama
$53K +$53K +783 New
NA
59
NewEdge Advisors
Louisiana
$23.5K – – –
NFSG
60
Newbridge Financial Services Group
Florida
$14.9K – – –
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$14.6K +$14.6K +215 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$11.7K – – –
TSWM
63
Tyler-Stone Wealth Management
Ohio
$9K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$7.49K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$4.9K -$1.16K -17 -19%
AF
66
Allworth Financial
California
$2.96K +$2.96K +43 New
SPIA
67
Steward Partners Investment Advisory
New York
$2.72K -$6.81K -100 -71%
Victory Capital Management
68
Victory Capital Management
Texas
– -$11.4M -160,695 Closed
V
69
Veritable
Delaware
– -$551K -7,745 Closed
CA
70
Calton & Associates
Florida
– -$249K -3,503 Closed
AWC
71
Abundance Wealth Counselors
Pennsylvania
– -$244K -3,434 Closed
OFG
72
Oxford Financial Group
Indiana
– -$217K -3,050 Closed
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