CFA icon

VictoryShares US 500 Volatility Wtd ETF
CFA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
30
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$74.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.44M
3
WWM
Western Wealth Management
Colorado
+$2.8M
4
Wells Fargo
Wells Fargo
California
+$2.2M
5
PAG
Private Advisor Group
New Jersey
+$1.94M

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$9.26M
2
Bank of America
Bank of America
North Carolina
-$5.82M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
4
AG
Advisor Group
Arizona
-$1.12M
5
Jane Street
Jane Street
New York
-$574K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$146M +$3.44M +60,980 +2%
Bank of America
2
Bank of America
North Carolina
$111M -$5.82M -103,204 -5%
Victory Capital Management
3
Victory Capital Management
Texas
$94.9M +$74.1M +1,313,781 +356%
UBS Group
4
UBS Group
Switzerland
$55M +$616K +10,925 +1%
LPL Financial
5
LPL Financial
California
$27.1M +$11.1K +197 +0%
Ameriprise
6
Ameriprise
Minnesota
$23.7M +$1.06M +18,797 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21M +$608K +10,780 +3%
PAG
8
Private Advisor Group
New Jersey
$14.7M +$1.94M +34,335 +15%
Wells Fargo
9
Wells Fargo
California
$13.4M +$2.2M +38,971 +20%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$12.6M +$107K +1,888 +0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.7M +$192K +3,410 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.78M +$153K +2,712 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.6M -$561K -9,945 -6%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$8.54M -$364K -6,455 -4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$7.71M +$85.1K +1,508 +1%
AG
16
Advisor Group
Arizona
$5.24M -$1.12M -19,898 -18%
Stifel Financial
17
Stifel Financial
Missouri
$5.03M -$196K -3,475 -4%
RJA
18
Raymond James & Associates
Florida
$4.26M +$450K +7,984 +12%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.06M +$80.3K +1,424 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.98M +$229K +4,055 +8%
WWM
21
Western Wealth Management
Colorado
$2.8M +$2.8M +51,568 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.5M -$15.6K -276 -0.6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.13M +$1.7M +30,074 +391%
GVAG
24
Great Valley Advisor Group
Delaware
$1.42M +$904K +16,016 +175%
SIG
25
Sargent Investment Group
Maryland
$1.19M – – –
1
2 3