VictoryShares US 500 Volatility Wtd ETF
CFA
58 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 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.
1.46% more ownership
Funds ownership: 62.74% → 64.2% (+1.5%)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
1% more capital invested
Capital invested by funds: $347M → $350M (+$2.56M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 61 → 58 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$11.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.08M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.76M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.5M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$1.14M |
CFA Hedge Fund Activity: Q1 2023 in Review
58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q1 2023, worth a combined $350M — up 0.74% from $347M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CFA and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 23 added.
The largest buyer was Money Concepts Capital, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.
- 58 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q1 2023, down from 61 in Q4 2022.
- Funds reported $350M of VictoryShares US 500 Volatility Wtd ETF stock for Q1 2023, up 0.74% quarter-over-quarter.
- 5 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q1 2023 and 6 closed out, a net change of -1 holder.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.3M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q1 2023 was Morgan Stanley, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2023.