VictoryShares US 500 Volatility Wtd ETF
CFA
61 hedge funds and large institutions have $538M invested in VictoryShares US 500 Volatility Wtd ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 13 closing their positions.
15.61% more ownership
Funds ownership: 68.08% → 83.7% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
3% less funds holding
Funds holding: 63 → 61 (-2)
12% less capital invested
Capital invested by funds: $609M → $538M (-$70.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$148M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.16M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.21M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$21.1M |
| 2 |
Morgan Stanley
New York
|
-$10.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.72M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.47M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.19M |
CFA Hedge Fund Activity: Q1 2020 in Review
61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2020, worth a combined $538M — down 12% from $609M a quarter earlier.
Fund positioning in CFA was balanced in Q1 2020: 13 funds opened new positions, 13 closed out, 20 added to existing stakes and 21 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $21.1M.
- 61 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2020, down from 63 in Q4 2019.
- Funds reported $538M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 13 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2020 and 13 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2020 was Victory Capital Management, an estimated $148M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2020 was Bank of America, an estimated $21.1M sold.
Based on aggregated 13F filings for Q1 2020.