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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

47 hedge funds and large institutions have $388M invested in VictoryShares US 500 Volatility Wtd ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
16
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$8.67M
2
Morgan Stanley
Morgan Stanley
New York
+$8.54M
3
AG
Advisor Group
Arizona
+$8.02M
4
Bank of America
Bank of America
North Carolina
+$5.62M
5
Wells Fargo
Wells Fargo
California
+$2.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$10.8M
2
Ameriprise
Ameriprise
Minnesota
-$6.79M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.47M
4
Jane Street
Jane Street
New York
-$5.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.7M +$8.54M +194,096 +10%
Bank of America
2
Bank of America
North Carolina
$88.8M +$5.62M +127,854 +7%
UBS Group
3
UBS Group
Switzerland
$49.1M +$8.67M +197,239 +21%
Victory Capital Management
4
Victory Capital Management
Texas
$20.8M -$10.8M -245,336 -34%
Ameriprise
5
Ameriprise
Minnesota
$18.5M -$6.79M -154,841 -27%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.8M -$4.78M -108,708 -22%
AG
7
Advisor Group
Arizona
$10.7M +$8.02M +182,418 +304%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$10.4M +$137K +3,116 +1%
LPL Financial
9
LPL Financial
California
$9.81M +$1.68M +38,232 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.53M -$1.14M -25,999 -12%
SWP
11
Stratos Wealth Partners
Ohio
$7.74M -$418K -9,504 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.19M +$556K +12,647 +8%
PAG
13
Private Advisor Group
New Jersey
$7.06M +$1.02M +23,146 +17%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$6.25M -$546K -12,425 -8%
Wells Fargo
15
Wells Fargo
California
$6.24M +$2.9M +65,926 +87%
Deutsche Bank
16
Deutsche Bank
Germany
$4.84M +$2.11M +48,024 +77%
Stifel Financial
17
Stifel Financial
Missouri
$4.11M -$151K -3,439 -4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.84M -$2.08M -47,305 -35%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.97M -$2.89M -64,933 -49%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.92M +$2.17M +49,280 +286%
RJA
21
Raymond James & Associates
Florida
$2.81M +$1.63M +37,156 +140%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.22M -$947K -21,534 -44%
TCM
23
Tran Capital Management
California
$1.07M +$1.07M +24,289 New
PD
24
Planning Directions
Pennsylvania
$977K +$42.7K +970 +5%
BRWA
25
B. Riley Wealth Advisors
Florida
$781K -$5.2K -118 -0.7%
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