VictoryShares US 500 Volatility Wtd ETF
CFA
71 hedge funds and large institutions have $325M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
9% more funds holding
Funds holding: 65 → 71 (+6)
4% more capital invested
Capital invested by funds: $313M → $325M (+$11.9M)
1.77% less ownership
Funds ownership: 61.22% → 59.44% (-1.8%)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.1M |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$2.28M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$811K |
| 4 |
Jane Street
New York
|
+$629K |
| 5 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.57M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.79M |
| 3 |
IF
Intrua Financial
Houston,
Texas
|
-$3.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.92M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.9M |
CFA Hedge Fund Activity: Q3 2024 in Review
71 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2024, worth a combined $325M — up 3.8% from $313M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFA positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $6.57M.
- 71 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2024, up from 65 in Q2 2024.
- Funds reported $325M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $3.1M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.57M sold.
Based on aggregated 13F filings for Q3 2024.