We are live on ! Find out more
CFA icon

VictoryShares US 500 Volatility Wtd ETF

72 hedge funds and large institutions have $318M invested in VictoryShares US 500 Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 6872 (+4)

1.87% more ownership

Funds ownership: 58.8%60.66% (+1.9%)

1% more capital invested

Capital invested by funds: $316M → $318M (+$1.99M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
31
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 -$581K -6,426 -1%
Bank of America
2
Bank of America
North Carolina
$33.1M -$40K -442 -0.1%
Comerica Bank
3
Comerica Bank
Texas
$22.9M -$106K -1,171 -0.5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$770K +8,514 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$19.4M -$867K -9,580 -4%
Wells Fargo
6
Wells Fargo
California
$19M -$4.83M -53,433 -20%
UBS Group
7
UBS Group
Switzerland
$15.2M -$332K -3,673 -2%
PAG
8
Private Advisor Group
New Jersey
$12M -$160K -1,773 -1%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$11M +$10.4M +114,560 +1,929%
LPL Financial
10
LPL Financial
California
$10.7M +$110K +1,212 +1%
SOS
11
Silver Oak Securities
Tennessee
$10.4M -$37.9K -419 -0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.71M +$2.95M +32,568 +52%
SF
13
Summit Financial
New Jersey
$6.93M -$241K -2,665 -3%
Goldman Sachs
14
Goldman Sachs
New York
$6.69M -$2.69M -29,723 -29%
NA
15
NewEdge Advisors
Louisiana
$5.2M +$526K +5,812 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.81M +$217K +2,401 +5%
NFG
17
Nations Financial Group
Iowa
$4.68M +$4.65M +51,431 New
LFG
18
Larson Financial Group
Missouri
$4.29M -$96.7K -1,069 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$4.24M +$391K +4,325 +10%
Ameriprise
20
Ameriprise
Minnesota
$3.46M -$183K -2,020 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.31M -$965K -10,663 -23%
LFAS
22
Level Four Advisory Services
Texas
$2.97M -$73.2K -809 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.69M +$93.2K +1,030 +4%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$1.91M -$98.9K -1,093 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.83M -$8.13M -89,843 -82%

CFA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q4 2025, worth a combined $318M — up 0.63% from $316M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CFA positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 31 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $10.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.13M.

  • 72 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $318M of VictoryShares US 500 Volatility Wtd ETF stock for Q4 2025, up 0.63% quarter-over-quarter.
  • 8 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $10.4M added.
  • The largest VictoryShares US 500 Volatility Wtd ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q4 2025.