VictoryShares US 500 Volatility Wtd ETF
CFA
66 hedge funds and large institutions have $412M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 5 closing their positions.
27% more capital invested
Capital invested by funds: $326M → $412M (+$86.6M)
10.95% more ownership
Funds ownership: 64.18% → 75.14% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 68 → 66 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
39% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.68M |
| 3 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.57M |
| 4 |
RPC
Rossmore Private Capital
Glastonbury,
Connecticut
|
+$391K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.12M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$818K |
| 4 |
Rockefeller Capital Management
New York
|
-$693K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$667K |
CFA Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2023, worth a combined $412M — up 27% from $326M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CFA and 4 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $58.1M. The largest seller was Bank of America, cutting an estimated $6.12M.
- 66 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2023, down from 68 in Q3 2023.
- Funds reported $412M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2023 and 5 closed out, a net change of -1 holder.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2023 was Morgan Stanley, an estimated $58.1M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2023 was Bank of America, an estimated $6.12M sold.
Based on aggregated 13F filings for Q4 2023.