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VictoryShares US 500 Volatility Wtd ETF
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Overview Fund Activity

65 hedge funds and large institutions have $325M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
17
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.88M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$2.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$371K
4
Citadel Advisors
Citadel Advisors
Florida
$1.26M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$65.9M
2
LPL Financial
LPL Financial
California
$9.54M
3
Bank of America
Bank of America
North Carolina
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$7.9M
5
YCM
Yousif Capital Management
Michigan
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.9M -$68.3M -839,428 -51%
Bank of America
2
Bank of America
North Carolina
$39.3M -$15.8M -193,858 -29%
UBS Group
3
UBS Group
Switzerland
$25.7M -$925K -11,372 -3%
Wells Fargo
4
Wells Fargo
California
$23M +$78.8K +969 +0.3%
Comerica Bank
5
Comerica Bank
Texas
$22.6M -$1.03M -12,613 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$21.6M +$234K +2,873 +1%
YCM
7
Yousif Capital Management
Michigan
$11.5M -$1.59M -19,502 -12%
PAG
8
Private Advisor Group
New Jersey
$11.2M -$1.23M -15,071 -10%
SOS
9
Silver Oak Securities
Tennessee
$10.4M -$51.2K -629 -0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.56M -$346K -4,253 -3%
LPL Financial
11
LPL Financial
California
$9.54M -$30.9M -379,484 -76%
Ameriprise
12
Ameriprise
Minnesota
$7.9M -$1.82M -22,137 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.88M +$1.52M +18,670 +24%
Stifel Financial
14
Stifel Financial
Missouri
$5.84M -$402K -4,945 -6%
TC
15
TAP Consulting
Missouri
$5.79M -$1.35M -16,637 -19%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.77M -$517K -6,358 -10%
IF
17
Intrua Financial
Texas
$4.19M -$42.2K -519 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.13M -$306K -3,781 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.04M -$232K -2,855 -5%
RJA
20
Raymond James & Associates
Florida
$3.89M -$475K -5,835 -11%
Goldman Sachs
21
Goldman Sachs
New York
$2.9M – – –
LFAS
22
Level Four Advisory Services
Texas
$2.39M – – –
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$2.22M +$1.05M +12,914 +90%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.16M -$671K -8,246 -24%
RPC
25
Rossmore Private Capital
Connecticut
$1.73M +$40.7K +500 +2%
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