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VictoryShares US 500 Volatility Wtd ETF

69 hedge funds and large institutions have $313M invested in VictoryShares US 500 Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 59.44%59.91% (+0.46%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $325M → $313M (-$12.3M)

3% less funds holding

Funds holding: 7169 (-2)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
22
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59M -$3.67M -41,937 -6%
Bank of America
2
Bank of America
North Carolina
$34.2M -$3.47M -39,659 -9%
Raymond James Financial
3
Raymond James Financial
Florida
$25.4M +$26.2M +299,034 New
Wells Fargo
4
Wells Fargo
California
$24M -$61.6K -704 -0.2%
Comerica Bank
5
Comerica Bank
Texas
$23.6M -$3.94K -45 -0%
UBS Group
6
UBS Group
Switzerland
$17.1M -$3.22M -36,786 -15%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$115K +1,317 +0.9%
PAG
8
Private Advisor Group
New Jersey
$11.4M +$90K +1,029 +0.8%
SOS
9
Silver Oak Securities
Tennessee
$10.6M -$99.4K -1,136 -0.9%
LPL Financial
10
LPL Financial
California
$10.4M +$579K +6,615 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.75M -$158K -1,807 -2%
TC
12
TAP Consulting
Missouri
$6.91M +$13.8K +158 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$6.32M -$238K -2,719 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.39M -$133K -1,522 -2%
Stifel Financial
15
Stifel Financial
Missouri
$5.19M -$371K -4,237 -6%
Goldman Sachs
16
Goldman Sachs
New York
$5.17M +$2.11M +24,077 +65%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.42M +$236K +2,695 +5%
LFG
18
Larson Financial Group
Missouri
$4.31M -$53.3K -609 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.26M -$58.3K -667 -1%
LFAS
20
Level Four Advisory Services
Texas
$2.89M -$77K -880 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.66M +$672K +7,684 +33%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.34M -$3.06K -35 -0.1%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$2.22M -$137K -1,565 -6%
RPC
24
Rossmore Private Capital
Connecticut
$1.81M -$30.6K -350 -2%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.55M +$156K +1,778 +11%

CFA Hedge Fund Activity: Q4 2024 in Review

69 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2024, worth a combined $313M — down 3.8% from $325M a quarter earlier.

Fund positioning in CFA was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 22 added to existing stakes and 30 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $3.67M.

  • 69 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2024, down from 71 in Q3 2024.
  • Funds reported $313M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.11M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2024 was Morgan Stanley, an estimated $3.67M sold.

Based on aggregated 13F filings for Q4 2024.