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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

65 hedge funds and large institutions have $412M invested in VictoryShares US 500 Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
LPL Financial
LPL Financial
California
$37.1M
3
TC
TAP Consulting
Missouri
$6.55M
4
RPC
Rossmore Private Capital
Connecticut
$1.57M
5
FTUS
Flow Traders U.S.
New York
$629K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$50.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.21M
4
Osaic Holdings
Osaic Holdings
Arizona
$4.09M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$123M +$62.2M +833,987 +102%
Bank of America
2
Bank of America
North Carolina
$50.5M -$6.55M -87,729 -11%
LPL Financial
3
LPL Financial
California
$37.1M +$5.01M +67,091 +16%
UBS Group
4
UBS Group
Switzerland
$24.5M -$390K -5,232 -2%
Comerica Bank
5
Comerica Bank
Texas
$21.6M -$5.45K -73 -0%
Wells Fargo
6
Wells Fargo
California
$21.1M -$542K -7,265 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.6M -$383K -5,133 -2%
YCM
8
Yousif Capital Management
Michigan
$12M – – –
PAG
9
Private Advisor Group
New Jersey
$11.4M -$55.2K -740 -0.5%
SOS
10
Silver Oak Securities
Tennessee
$9.62M -$245K -3,277 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.08M +$126K +1,694 +1%
Ameriprise
12
Ameriprise
Minnesota
$8.81M -$426K -5,707 -5%
TC
13
TAP Consulting
Missouri
$6.55M +$1.68M +22,499 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.84M -$1.78M -23,844 -23%
Stifel Financial
15
Stifel Financial
Missouri
$5.72M -$345K -4,624 -6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.85M -$21K -281 -0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.09M -$714K -9,570 -15%
RJA
18
Raymond James & Associates
Florida
$4.01M -$4.55K -61 -0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.92M +$147K +1,967 +4%
IF
20
Intrua Financial
Texas
$3.89M +$16.6K +223 +0.4%
Goldman Sachs
21
Goldman Sachs
New York
$2.66M – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.6M -$204K -2,734 -7%
LFAS
23
Level Four Advisory Services
Texas
$2.39M +$35.5K +476 +2%
RPC
24
Rossmore Private Capital
Connecticut
$1.57M +$425K +5,615 +37%
MCC
25
Money Concepts Capital
Florida
$1.32M -$70.2K -940 -5%
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