VictoryShares US 500 Volatility Wtd ETF
CFA
65 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 9 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
0.52% more ownership
Funds ownership: 60.69% → 61.22% (+0.52%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
4% less capital invested
Capital invested by funds: $326M → $313M (-$12.5M)
2% less funds holding
Funds holding: 66 → 65 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.17M |
| 2 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$4.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.09M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yousif Capital Management
Bloomfield Hills,
Michigan
|
-$11.5M |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$2.22M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.39M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$733K |
CFA Hedge Fund Activity: Q2 2024 in Review
65 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2024, worth a combined $313M — down 3.8% from $326M a quarter earlier.
Fund positioning in CFA was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 22 added to existing stakes and 19 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.17M. The largest seller was Yousif Capital Management, exiting entirely with an estimated $11.5M sold.
- 65 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2024, down from 66 in Q1 2024.
- Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2024, down 3.8% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2024 and 9 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $4.17M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2024 was Yousif Capital Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2024.