VictoryShares US 500 Volatility Wtd ETF
CFA
68 hedge funds and large institutions have $326M 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.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 64 → 68 (+4)
3.54% more ownership
Funds ownership: 60.64% → 64.18% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $332M → $326M (-$6.33M)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$20.6M |
| 2 |
YCM
Yousif Capital Management
Bloomfield Hills,
Michigan
|
+$11.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.25M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$566K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$11.4M |
| 2 |
Morgan Stanley
New York
|
-$5.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.36M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.05M |
CFA Hedge Fund Activity: Q3 2023 in Review
68 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2023, worth a combined $326M — down 1.9% from $332M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFA positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 25 trimmed.
The largest buyer was Comerica Bank, opening a new position worth an estimated $20.6M. The largest seller was Victory Capital Management, exiting entirely with an estimated $11.4M sold.
- 68 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2023, up from 64 in Q2 2023.
- Funds reported $326M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2023 and 5 closed out, a net change of +4 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2023 was Comerica Bank, an estimated $20.6M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2023 was Victory Capital Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2023.