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VictoryShares US 500 Volatility Wtd ETF

68 hedge funds and large institutions have $319M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 6568 (+3)

2% more capital invested

Capital invested by funds: $313M → $319M (+$5.95M)

0.35% less ownership

Funds ownership: 60.38%60.02% (-0.35%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
27
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
$58.2M -$2.8M -33,384 -5%
Bank of America
2
Bank of America
North Carolina
$33.4M -$1.04M -12,378 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$26.4M -$228K -2,716 -0.9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$496K +5,920 +2%
Wells Fargo
5
Wells Fargo
California
$23.8M -$340K -4,054 -1%
Comerica Bank
6
Comerica Bank
Texas
$22.5M -$379K -4,522 -2%
UBS Group
7
UBS Group
Switzerland
$14.8M -$40.3K -481 -0.3%
PAG
8
Private Advisor Group
New Jersey
$11.8M -$37.8K -451 -0.3%
SOS
9
Silver Oak Securities
Tennessee
$10.7M -$121K -1,439 -1%
LPL Financial
10
LPL Financial
California
$10.5M -$107K -1,281 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.82M -$11.2K -133 -0.1%
SF
12
Summit Financial
New Jersey
$7.58M +$255K +3,046 +4%
Goldman Sachs
13
Goldman Sachs
New York
$5.87M +$751K +8,951 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.83M +$226K +2,691 +4%
Stifel Financial
15
Stifel Financial
Missouri
$5.02M -$58.7K -700 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.42M -$45.7K -545 -1%
LFG
17
Larson Financial Group
Missouri
$4.33M -$24.1K -287 -0.6%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.24M -$481K -5,738 -11%
Ameriprise
19
Ameriprise
Minnesota
$4.01M -$1.23M -14,662 -24%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$3.14M +$694K +8,274 +30%
LFAS
21
Level Four Advisory Services
Texas
$3.03M -$12.8K -153 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.51M +$922 +11 +0%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.99M -$97K -1,157 -5%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.67M +$103K +1,223 +7%
RPC
25
Rossmore Private Capital
Connecticut
$1.57M -$201K -2,400 -12%

CFA Hedge Fund Activity: Q2 2025 in Review

68 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q2 2025, worth a combined $319M — up 1.9% from $313M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CFA positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $751K. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.36M sold.

  • 68 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q2 2025, up from 65 in Q1 2025.
  • Funds reported $319M of VictoryShares US 500 Volatility Wtd ETF stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 7 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q2 2025 was Goldman Sachs, an estimated $751K added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q2 2025 was Citadel Advisors, an estimated $3.36M sold.

Based on aggregated 13F filings for Q2 2025.