VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
26 hedge funds and large institutions have $70.7M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
120% more capital invested
Capital invested by funds: $32.1M → $70.7M (+$38.6M)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
53% more funds holding
Funds holding: 17 → 26 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$9.3M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.69M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$779K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.57M |
| 2 |
Jane Street
New York
|
-$1.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$72.3K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$26.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$1.57M | -47,914 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$311K | -9,086 | Closed |
|
28
Parallax Volatility Advisers
San Francisco,
California
| – | +$36 | +1 | New |
|
CFO Hedge Fund Activity: Q4 2015 in Review
26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2015, worth a combined $70.7M — up 120% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CFO positions and 2 closed out — a net gain of 9 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.7M. The largest seller was Ameriprise, exiting entirely with an estimated $1.57M sold.
- 26 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2015, up from 17 in Q3 2015.
- Funds reported $70.7M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2015, up 120% quarter-over-quarter.
- 11 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2015 and 2 closed out, a net change of +9 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2015 was LPL Financial, an estimated $21.7M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2015 was Ameriprise, an estimated $1.57M sold.
Based on aggregated 13F filings for Q4 2015.