CFA icon

VictoryShares US 500 Volatility Wtd ETF
CFA

Overview Fund Activity

65 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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
LPL Financial
LPL Financial
California
$37.1M
3
TC
TAP Consulting
Missouri
$6.55M
4
RPC
Rossmore Private Capital
Connecticut
$1.57M
5
FTUS
Flow Traders U.S.
New York
$629K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$50.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.21M
4
Osaic Holdings
Osaic Holdings
Arizona
$4.09M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$151K -$27.2K -364 -15%
IA
52
IFP Advisors
Florida
$148K -$93K -1,246 -39%
EWA
53
EverSource Wealth Advisors
Alabama
$125K -$203K -2,718 -62%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$94.6K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$53K -$53.3K -710 -50%
NS
56
NBC Securities
Alabama
$53K -$4.72K -64 -8%
PTC
57
Private Trust Company
Ohio
$33K +$33K +442 New
NA
58
NewEdge Advisors
Louisiana
$25.7K – – –
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$16K – – –
NFSG
60
Newbridge Financial Services Group
Florida
$15.2K -$1.12K -15 -7%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$12.8K – – –
TSWM
62
Tyler-Stone Wealth Management
Ohio
$10.4K +$74 +1 +0.7%
AF
63
Allworth Financial
California
$3.27K +$74 +1 +2%
SPIA
64
Steward Partners Investment Advisory
New York
$2.99K – – –
TVAMP
65
Tennessee Valley Asset Management Partners
Tennessee
$1.57K +$1.57K +21 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
– -$693K -10,183 Closed
PD
67
Planning Directions
Pennsylvania
– -$239K -3,515 Closed
SCA
68
Stonebridge Capital Advisors
Minnesota
– -$119K -1,742 Closed
GWSG
69
GPS Wealth Strategies Group
Colorado
– -$7.49K -110 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$4.9K -72 Closed
1 2
3