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VictoryShares US 500 Volatility Wtd ETF
CFA

72 hedge funds and large institutions have $318M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 68 → 72 (+4)

1.87% more ownership

Funds ownership: 58.8% → 60.66% (+1.9%)

1% more capital invested

Capital invested by funds: $316M → $318M (+$1.99M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.4M
2
NFG
Nations Financial Group
Iowa
+$4.65M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.13M
2
Wells Fargo
Wells Fargo
California
-$4.83M
3
Goldman Sachs
Goldman Sachs
New York
-$2.69M
4
Osaic Holdings
Osaic Holdings
Arizona
-$965K
5
Raymond James Financial
Raymond James Financial
Florida
-$867K
Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
51
OneAscent Family Office
Alabama
$301K -$96.3K -1,065 -24%
SEIA
52
Signature Estate & Investment Advisors
California
$283K +$1.09K +12 +0.4%
CIA
53
Concurrent Investment Advisors
Florida
$246K -$27.1K -300 -10%
SEI Investments
54
SEI Investments
Pennsylvania
$243K +$241K +2,669 New
SSWG
55
Seven Springs Wealth Group
Tennessee
$207K – – –
CA
56
Calton & Associates
Florida
$206K +$271 +3 +0.1%
JP Morgan Chase
57
JP Morgan Chase
New York
$192K -$362 -4 -0.2%
IA
58
IFP Advisors
Florida
$177K +$271 +3 +0.2%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$157K – – –
WIM
60
Westside Investment Management
California
$137K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$88K – – –
NS
62
NBC Securities
Alabama
$87.2K +$90 +1 +0.1%
KAS
63
Kestra Advisory Services
Texas
$82.1K +$81.7K +903 New
EWA
64
EverSource Wealth Advisors
Alabama
$39.9K +$90 +1 +0.2%
KFI
65
Key Financial Inc
Pennsylvania
$36.4K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$15.7K – – –
HI
67
Harbour Investments
Wisconsin
$9.83K +$9.77K +108 New
AWM
68
AE Wealth Management
Kansas
$4.37K +$4.34K +48 New
II
69
Inspire Investing
Idaho
$1.91K +$1.9K +21 New
FHA
70
Flagship Harbor Advisors
Massachusetts
$1.09K +$1.09K +12 New
ACA
71
Aptus Capital Advisors
Alabama
$1K -$10.9K -120 -92%
TRCT
72
Tower Research Capital (TRC)
New York
$637 -$724 -8 -53%
HF
73
HRT Financial
New York
– -$586K -6,443 Closed
Stifel Financial
74
Stifel Financial
Missouri
– -$363K -3,990 Closed
GWSG
75
GPS Wealth Strategies Group
Colorado
– -$123K -1,354 Closed
1 2
3
4

CFA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2025, worth a combined $318M — up 0.63% from $316M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CFA positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 31 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $10.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.13M.

  • 72 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $318M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2025, up 0.63% quarter-over-quarter.
  • 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $10.4M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q4 2025.