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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

52 hedge funds and large institutions have $458M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
14
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.4M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.15M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.85M
5
Wells Fargo
Wells Fargo
California
+$2.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$8.95M
2
AG
Advisor Group
Arizona
-$6.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$4.81M
4
SWP
Stratos Wealth Partners
Ohio
-$4.79M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M +$15.4M +307,584 +15%
Bank of America
2
Bank of America
North Carolina
$99.2M -$2.21M -43,964 -2%
UBS Group
3
UBS Group
Switzerland
$47.1M -$8.95M -178,344 -16%
Victory Capital Management
4
Victory Capital Management
Texas
$23.5M -$164K -3,271 -0.7%
Ameriprise
5
Ameriprise
Minnesota
$22.4M +$1.27M +25,267 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.1M -$2.08M -41,502 -11%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$11.5M +$11.5M +228,951 New
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$11.1M -$779K -15,536 -7%
PAG
9
Private Advisor Group
New Jersey
$9.84M +$1.78M +35,360 +22%
LPL Financial
10
LPL Financial
California
$9.52M -$1.68M -33,462 -15%
Wells Fargo
11
Wells Fargo
California
$9.42M +$2.29M +45,678 +32%
GSWM
12
Golden State Wealth Management
California
$8.46M +$8.46M +168,469 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.07M -$138K -2,740 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.81M -$1.92M -38,296 -20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.55M +$6.15M +122,596 +441%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$7.08M -$52.5K -1,046 -0.7%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$6.25M +$2.85M +56,055 +84%
AG
18
Advisor Group
Arizona
$5.86M -$6.3M -125,581 -52%
Stifel Financial
19
Stifel Financial
Missouri
$5.08M +$399K +7,963 +9%
SWP
20
Stratos Wealth Partners
Ohio
$4.04M -$4.79M -95,385 -54%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.63M +$289K +5,760 +9%
RJA
22
Raymond James & Associates
Florida
$2.32M -$878K -17,484 -27%
Jane Street
23
Jane Street
New York
$1.61M +$1.61M +32,109 New
PD
24
Planning Directions
Pennsylvania
$1.21M +$98.1K +1,953 +9%
BRWA
25
B. Riley Wealth Advisors
Florida
$884K -$6.88K -137 -0.8%
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