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VictoryShares US 500 Volatility Wtd ETF

65 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 59.91%60.38% (+0.47%)

0% more capital invested

Capital invested by funds: $313M → $313M (+$558K)

6% less funds holding

Funds holding: 6965 (-4)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Calton & Associates
Florida
$226K +$259 +3 +0.1%
AAS
52
Avantax Advisory Services
Texas
$212K
IA
53
IFP Advisors
Florida
$181K +$86 +1 +0%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$119K +$19.5K +226 +19%
GWSG
55
GPS Wealth Strategies Group
Colorado
$114K +$173 +2 +0.1%
MG
56
Mather Group
Illinois
$101K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$81K
NS
58
NBC Securities
Alabama
$48K +$49.8K +577 New
PA
59
Parallel Advisors
California
$38K
EWA
60
EverSource Wealth Advisors
Alabama
$36.8K -$25.2K -292 -40%
KFI
61
Key Financial Inc
Pennsylvania
$33.8K
JP Morgan Chase
62
JP Morgan Chase
New York
$26.8K -$34.3K -397 -56%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$14.5K
ACA
64
Aptus Capital Advisors
Alabama
$11.1K
TRCT
65
Tower Research Capital (TRC)
New York
$338 -$24.2K -280 -99%
NFG
66
Nations Financial Group
Iowa
-$1.11M -13,091 Closed
IF
67
Intrua Financial
Texas
-$756K -8,907 Closed
Jane Street
68
Jane Street
New York
-$256K -3,018 Closed
WS
69
Wedbush Securities
California
-$207K -2,435 Closed
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
-$108K -1,268 Closed
AWM
71
Avior Wealth Management
Nebraska
-$107K -1,256 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
-$90.6K -1,027 Closed

CFA Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2025, worth a combined $313M — up 0.18% from $313M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFA and 4 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 21 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $11.4M. The largest seller was UBS Group, cutting an estimated $2.8M.

  • 65 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2025, down from 69 in Q4 2024.
  • Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2025, up 0.18% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2025 and 7 closed out, a net change of -3 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $11.4M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2025 was UBS Group, an estimated $2.8M sold.

Based on aggregated 13F filings for Q1 2025.