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VictoryShares US 500 Volatility Wtd ETF
CFA

71 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.18% less ownership

Funds ownership: 60.66% → 60.49% (-0.18%)

2% less capital invested

Capital invested by funds: $318M → $313M (-$4.99M)

1% less funds holding

Funds holding: 72 → 71 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% 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
28
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$21.8M
2
UBS Group
UBS Group
Switzerland
+$2.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$797K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$434K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.76M
3
Morgan Stanley
Morgan Stanley
New York
-$1.56M
4
Bank of America
Bank of America
North Carolina
-$1.19M
5
PAG
Private Advisor Group
New Jersey
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$303K +$118K +1,260 +60%
OFO
52
OneAscent Family Office
Alabama
$302K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$287K +$132K +1,409 +81%
SEIA
54
Signature Estate & Investment Advisors
California
$285K +$563 +6 +0.2%
SEI Investments
55
SEI Investments
Pennsylvania
$244K – – –
SSWG
56
Seven Springs Wealth Group
Tennessee
$208K – – –
CA
57
Calton & Associates
Florida
$208K +$188 +2 +0.1%
IA
58
IFP Advisors
Florida
$178K +$188 +2 +0.1%
MCM
59
MAI Capital Management
Ohio
$143K +$147K +1,568 New
WIM
60
Westside Investment Management
California
$137K – – –
MG
61
Mather Group
Illinois
$109K +$112K +1,197 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$88.1K – – –
NS
63
NBC Securities
Alabama
$87.8K +$94 +1 +0.1%
EWA
64
EverSource Wealth Advisors
Alabama
$40.2K +$94 +1 +0.2%
KFI
65
Key Financial Inc
Pennsylvania
$36.6K – – –
HI
66
Harbour Investments
Wisconsin
$24.1K +$14.5K +155 +144%
VAI
67
Vanguard Advisers Inc
Pennsylvania
$12.2K +$12.5K +133 New
AWM
68
AE Wealth Management
Kansas
$4.39K – – –
II
69
Inspire Investing
Idaho
$1.92K – – –
ACA
70
Aptus Capital Advisors
Alabama
$1.01K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$640 – – –
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.76M -19,322 Closed
CIA
73
Concurrent Investment Advisors
Florida
– -$246K -2,707 Closed
KAS
74
Kestra Advisory Services
Texas
– -$82.1K -903 Closed
FHA
75
Flagship Harbor Advisors
Massachusetts
– -$1.09K -12 Closed
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CFA Hedge Fund Activity: Q1 2026 in Review

71 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2026, worth a combined $313M — down 1.6% from $318M a quarter earlier.

Fund positioning in CFA was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 28 added to existing stakes and 21 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $21.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.18M.

  • 71 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2026, down from 72 in Q4 2025.
  • Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2026, down 1.6% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $21.8M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $4.18M sold.

Based on aggregated 13F filings for Q1 2026.