VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
35 hedge funds and large institutions have $125M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
65% more capital invested
Capital invested by funds: $75.9M → $125M (+$49.2M)
52.95% more ownership
Funds ownership: 0% → 52.95% (+53%)
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
21% more funds holding
Funds holding: 29 → 35 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.7M |
| 2 |
Morgan Stanley
New York
|
+$8.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.71M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.41M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.85M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$721K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$374K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$30K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$24.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $267K | -$6.08K | -155 | -2% |
|
|
HCIA
27
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $263K | -$8.63K | -220 | -3% |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $230K | +$222K | +5,653 | New |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $226K | -$721K | -18,383 | -77% |
|
|
AF
30
Aldebaran Financial
| $224K | -$11.8K | -300 | -5% |
|
31
Wells Fargo
San Francisco,
California
| $133K | +$129K | +3,300 | New |
|
|
PCP
32
Proficio Capital Partners
Newton,
Massachusetts
| $109K | – | – | – |
|
|
BIG
33
Bellwether Investment Group
Chattanooga,
Tennessee
| $32K | +$31.4K | +800 | New |
|
|
NFG
34
Next Financial Group
Houston,
Texas
| $12K | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.85M | -47,951 | Closed |
|
CFO Hedge Fund Activity: Q4 2016 in Review
35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2016, worth a combined $125M — up 65% from $75.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFO positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $12.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.85M sold.
- 35 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $125M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2016, up 65% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2016 and 1 closed out, a net change of +6 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2016 was UBS Group, an estimated $12.7M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.85M sold.
Based on aggregated 13F filings for Q4 2016.