CFA icon

VictoryShares US 500 Volatility Wtd ETF
CFA

Overview Fund Activity

65 hedge funds and large institutions have $325M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
17
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.52M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$1.05M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$371K
4
Citadel Advisors
Citadel Advisors
Florida
+$330K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$234K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.3M
2
LPL Financial
LPL Financial
California
-$30.9M
3
Bank of America
Bank of America
North Carolina
-$15.8M
4
Ameriprise
Ameriprise
Minnesota
-$1.82M
5
YCM
Yousif Capital Management
Michigan
-$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$190K +$25K +307 +15%
IA
52
IFP Advisors
Florida
$161K +$81 +1 +0.1%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$103K – – –
AWM
54
Avior Wealth Management
Nebraska
$89.3K +$89.3K +1,098 New
MG
55
Mather Group
Illinois
$89.3K +$89.3K +1,197 New
EWA
56
EverSource Wealth Advisors
Alabama
$66.8K -$63K -812 -49%
NS
57
NBC Securities
Alabama
$54K -$4.04K -50 -7%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$52K -$5.18K -64 -9%
TRCT
59
Tower Research Capital (TRC)
New York
$31.1K +$31.1K +382 New
NA
60
NewEdge Advisors
Louisiana
$28.1K – – –
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$17.5K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$14K – – –
TSWM
63
Tyler-Stone Wealth Management
Ohio
$11.4K – – –
ACA
64
Aptus Capital Advisors
Alabama
$10.7K +$10.7K +131 New
SPIA
65
Steward Partners Investment Advisory
New York
$3.25K – – –
Truist Financial
66
Truist Financial
North Carolina
– -$340K -4,556 Closed
TWM
67
Tradition Wealth Management
Minnesota
– -$158K -2,120 Closed
PTC
68
Private Trust Company
Ohio
– -$33K -442 Closed
NFSG
69
Newbridge Financial Services Group
Florida
– -$15.2K -204 Closed
AF
70
Allworth Financial
California
– -$3.27K -44 Closed
TVAMP
71
Tennessee Valley Asset Management Partners
Tennessee
– -$1.57K -21 Closed
1 2
3