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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

57 hedge funds and large institutions have $350M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$33.8M
2
Ameriprise
Ameriprise
Minnesota
$24.1M
3
Bank of America
Bank of America
North Carolina
$54.9M
4
MCC
Money Concepts Capital
Florida
$2.03M
5
PAG
Private Advisor Group
New Jersey
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$74.9M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.17M
4
Citadel Advisors
Citadel Advisors
Florida
$1.02M
5
Victory Capital Management
Victory Capital Management
Texas
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.9M -$14.4M -210,135 -16%
Bank of America
2
Bank of America
North Carolina
$54.9M +$2.74M +39,884 +5%
LPL Financial
3
LPL Financial
California
$33.8M +$4.15M +60,327 +14%
Ameriprise
4
Ameriprise
Minnesota
$24.1M +$4.06M +59,005 +20%
UBS Group
5
UBS Group
Switzerland
$22.8M -$749K -10,896 -3%
Wells Fargo
6
Wells Fargo
California
$21.6M +$205K +2,979 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.6M +$53.6K +780 +0.3%
PAG
8
Private Advisor Group
New Jersey
$14.7M +$1.05M +15,232 +8%
Victory Capital Management
9
Victory Capital Management
Texas
$11M -$1.13M -16,500 -9%
SOS
10
Silver Oak Securities
Tennessee
$9.4M -$51.5K -749 -0.5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$8.91M +$202K +2,943 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.1M -$140K -2,038 -2%
Stifel Financial
13
Stifel Financial
Missouri
$5.69M -$221K -3,220 -4%
TC
14
TAP Consulting
Missouri
$4.63M +$131K +1,901 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.17M -$2.08M -30,265 -33%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.06M -$156K -2,269 -4%
RJA
17
Raymond James & Associates
Florida
$3.96M +$170K +2,472 +4%
IF
18
Intrua Financial
Texas
$3.51M -$23.8K -352 -0.7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.64M +$552K +8,033 +27%
LFAS
20
Level Four Advisory Services
Texas
$2.19M -$81.7K -1,188 -4%
MCC
21
Money Concepts Capital
Florida
$2.03M +$1.78M +163,250 +719%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.87M -$996K -14,489 -35%
EP
23
Eudaimonia Partners
Tennessee
$1.57M +$785K +11,426 +100%
Citadel Advisors
24
Citadel Advisors
Florida
$1.02M -$1.69M -24,625 -62%
RPC
25
Rossmore Private Capital
Connecticut
$887K +$16.2K +235 +2%
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