VictoryShares US 500 Volatility Wtd ETF
CFA
64 hedge funds and large institutions have $418M invested in VictoryShares US 500 Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
8% more funds holding
Funds holding: 59 → 64 (+5)
2% less capital invested
Capital invested by funds: $428M → $418M (-$9.49M)
4.11% less ownership
Funds ownership: 63.63% → 59.52% (-4.1%)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$2.78M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.01M |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$1.13M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$775K |
| 5 |
Jane Street
New York
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$43.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.09M |
| 3 |
Morgan Stanley
New York
|
-$2.9M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.41M |
CFA Hedge Fund Activity: Q4 2021 in Review
64 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2021, worth a combined $418M — down 2.2% from $428M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CFA positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 25 trimmed.
The largest buyer was Level Four Advisory Services, opening a new position worth an estimated $2.78M. The largest seller was Victory Capital Management, cutting an estimated $43.5M.
- 64 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2021, up from 59 in Q3 2021.
- Funds reported $418M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2021, down 2.2% quarter-over-quarter.
- 10 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2021 was Level Four Advisory Services, an estimated $2.78M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2021 was Victory Capital Management, an estimated $43.5M sold.
Based on aggregated 13F filings for Q4 2021.