VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
34 hedge funds and large institutions have $233M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
42% more capital invested
Capital invested by funds: $165M → $233M (+$68.6M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 33 → 34 (+1)
10.12% less ownership
Funds ownership: 66.08% → 55.97% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$36.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.21M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$6.42M |
| 4 |
Morgan Stanley
New York
|
+$4.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.24M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$401K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$396K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| $281K | -$1.24M | -28,522 | -82% |
|
|
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $273K | -$18.4K | -425 | -6% |
|
|
HCIA
28
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $262K | -$54.4K | -1,256 | -17% |
|
29
MML Investors Services
Springfield,
Massachusetts
| $254K | +$249K | +5,755 | New |
|
|
AF
30
Aldebaran Financial
| $224K | – | – | – |
|
|
PCP
31
Proficio Capital Partners
Newton,
Massachusetts
| $65K | – | – | – |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $60K | +$45.5K | +1,050 | +350% |
|
33
SEI Investments
Oaks,
Pennsylvania
| $3K | +$3.21K | +74 | New |
|
|
34
Jane Street
New York
| – | -$1.37M | -32,063 | Closed |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.24M | -29,025 | Closed |
|
|
RFM
36
Royal Fund Management
Lady Lake,
Florida
| – | -$59K | -1,393 | Closed |
|
CFO Hedge Fund Activity: Q2 2017 in Review
34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2017, worth a combined $233M — up 42% from $165M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CFO positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $36.3M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.
- 34 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2017, up from 33 in Q1 2017.
- Funds reported $233M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2017, up 42% quarter-over-quarter.
- 4 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2017 and 3 closed out, a net change of +1 holder.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2017 was UBS Group, an estimated $36.3M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2017 was Jane Street, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2017.