VictoryShares US 500 Volatility Wtd ETF
CFA
43 hedge funds and large institutions have $458M invested in VictoryShares US 500 Volatility Wtd ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $384M → $458M (+$74.2M)
8% more funds holding
Funds holding: 40 → 43 (+3)
1.93% more ownership
Funds ownership: 67.71% → 69.64% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.66M |
| 2 |
Morgan Stanley
New York
|
+$8.68M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.65M |
| 5 |
Jane Street
New York
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2.39M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$701K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$297K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$130K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$112K |
CFA Hedge Fund Activity: Q3 2018 in Review
43 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2018, worth a combined $458M — up 19% from $384M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFA positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.66M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $2.39M.
- 43 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2018, up from 40 in Q2 2018.
- Funds reported $458M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2018 and 4 closed out, a net change of +3 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2018 was Commonwealth Equity Services, an estimated $9.66M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2018 was Patriot Financial Group Insurance Agency, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2018.