VictoryShares US 500 Volatility Wtd ETF
CFA
63 hedge funds and large institutions have $609M invested in VictoryShares US 500 Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $503M → $609M (+$105M)
2.73% more ownership
Funds ownership: 65.36% → 68.08% (+2.7%)
2% more funds holding
Funds holding: 62 → 63 (+1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$71.4M |
| 2 |
Morgan Stanley
New York
|
+$3.31M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$2.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.12M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$9.26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.08M |
| 5 |
Jane Street
New York
|
-$552K |
CFA Hedge Fund Activity: Q4 2019 in Review
63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2019, worth a combined $609M — up 21% from $503M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CFA positions and 8 closed out — a net gain of 2 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $71.4M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $9.26M sold.
- 63 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2019, up from 62 in Q3 2019.
- Funds reported $609M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2019, up 21% quarter-over-quarter.
- 10 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2019 and 8 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2019 was Victory Capital Management, an estimated $71.4M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2019 was Golden State Wealth Management, an estimated $9.26M sold.
Based on aggregated 13F filings for Q4 2019.