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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

55 hedge funds and large institutions have $482M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
23
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$24.3M
2
Morgan Stanley
Morgan Stanley
New York
$132M
3
UBS Group
UBS Group
Switzerland
$54.3M
4
WWM
Western Wealth Management
Colorado
$4.97M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$76.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.46M
3
SWP
Stratos Wealth Partners
Ohio
$449K
4
Jane Street
Jane Street
New York
$624K
5
Ameriprise
Ameriprise
Minnesota
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$132M +$7.64M +145,724 +6%
Bank of America
2
Bank of America
North Carolina
$76.1M -$27.5M -524,850 -27%
UBS Group
3
UBS Group
Switzerland
$54.3M +$5.09M +96,996 +10%
LPL Financial
4
LPL Financial
California
$24.3M +$14.3M +273,469 +144%
Victory Capital Management
5
Victory Capital Management
Texas
$24M -$644K -12,279 -3%
Ameriprise
6
Ameriprise
Minnesota
$22.6M -$807K -15,374 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.2M +$269K +5,123 +2%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$11.4M -$289K -5,464 -2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$11.2M +$4.73M +89,632 +73%
PAG
10
Private Advisor Group
New Jersey
$10.9M +$606K +11,556 +6%
GSWM
11
Golden State Wealth Management
California
$9.72M +$883K +16,833 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.55M +$1.12M +21,412 +13%
Wells Fargo
13
Wells Fargo
California
$9.26M -$578K -11,016 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.71M +$820K +15,636 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.15M -$12.4K -236 -0.2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$7.57M +$163K +3,113 +2%
AG
17
Advisor Group
Arizona
$5.86M -$271K -5,157 -4%
Stifel Financial
18
Stifel Financial
Missouri
$5.05M -$260K -4,955 -5%
WWM
19
Western Wealth Management
Colorado
$4.97M +$4.75M +95,145 +2,121%
RJA
20
Raymond James & Associates
Florida
$4.21M +$1.78M +33,920 +73%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.75M -$44.3K -844 -1%
Deutsche Bank
22
Deutsche Bank
Germany
$3.59M +$2.84M +54,187 +381%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.46M -$9.55M -182,131 -80%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.05M +$1.42M +27,013 +224%
Citadel Advisors
25
Citadel Advisors
Florida
$1.59M +$791K +15,085 +99%
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