VictoryShares US 500 Volatility Wtd ETF
CFA
63 hedge funds and large institutions have $456M invested in VictoryShares US 500 Volatility Wtd ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 6 closing their positions.
2% more capital invested
Capital invested by funds: $448M → $456M (+$8.5M)
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: 6 | Existing positions closed: 6
0.73% less ownership
Funds ownership: 65.38% → 64.66% (-0.73%)
5% less funds holding
Funds holding: 66 → 63 (-3)
53% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.93M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.33M |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.05M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.82M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.11M |
CFA Hedge Fund Activity: Q2 2021 in Review
63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2021, worth a combined $456M — up 1.9% from $448M a quarter earlier.
Fund positioning in CFA was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 30 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.2M. The largest seller was Morgan Stanley, cutting an estimated $4.82M.
- 63 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2021, down from 66 in Q1 2021.
- Funds reported $456M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2021 and 6 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $2.2M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2021 was Morgan Stanley, an estimated $4.82M sold.
Based on aggregated 13F filings for Q2 2021.