VictoryShares US 500 Volatility Wtd ETF
CFA
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.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
9% more funds holding
Funds holding: 43 → 47 (+4)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.8% less ownership
Funds ownership: 69.64% → 66.83% (-2.8%)
15% less capital invested
Capital invested by funds: $458M → $388M (-$70M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.4M |
| 2 |
Morgan Stanley
New York
|
+$9.25M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$8.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.09M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$11.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.38M |
| 3 |
JP Morgan Chase
New York
|
-$6.46M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.18M |
| 5 |
Jane Street
New York
|
-$5.07M |
CFA Hedge Fund Activity: Q4 2018 in Review
47 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2018, worth a combined $388M — down 15% from $458M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CFA positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $9.4M. The largest seller was Victory Capital Management, cutting an estimated $11.7M.
- 47 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2018, up from 43 in Q3 2018.
- Funds reported $388M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2018, down 15% quarter-over-quarter.
- 11 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2018 and 7 closed out, a net change of +4 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2018 was UBS Group, an estimated $9.4M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2018 was Victory Capital Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2018.