VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
38 hedge funds and large institutions have $288M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 0 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
24% more capital invested
Capital invested by funds: $233M → $288M (+$55.3M)
12% more funds holding
Funds holding: 34 → 38 (+4)
1.01% more ownership
Funds ownership: 55.97% → 56.97% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
| 2 |
Morgan Stanley
New York
|
+$7.95M |
| 3 |
Jane Street
New York
|
+$4.53M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.29M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$506K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$122K |
| 3 |
SG
StoneX Group
New York
|
-$79.1K |
| 4 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$50.5K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$22.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $396K | -$15.4K | -347 | -4% |
|
|
SWP
27
Stratos Wealth Partners
Beachwood,
Ohio
| $326K | +$34.1K | +766 | +12% |
|
|
NPC
28
National Planning Corporation
El Segundo,
California
| $322K | -$17.1K | -385 | -5% |
|
|
FHC
29
First Heartland Consultants
Lake St. Louis,
Missouri
| $294K | – | – | – |
|
|
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $277K | -$4.67K | -105 | -2% |
|
|
31
MML Investors Services
Springfield,
Massachusetts
| $239K | -$22.6K | -508 | -9% |
|
|
AF
32
Aldebaran Financial
| $231K | – | – | – |
|
|
HCIA
33
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $219K | -$50.5K | -1,134 | -19% |
|
|
NFG
34
Next Financial Group
Houston,
Texas
| $96K | +$32.1K | +720 | +53% |
|
|
PCP
35
Proficio Capital Partners
Newton,
Massachusetts
| $66K | – | – | – |
|
|
PFBT
36
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $42K | +$40.8K | +917 | New |
|
37
SEI Investments
Oaks,
Pennsylvania
| $3K | – | – | – |
|
CFO Hedge Fund Activity: Q3 2017 in Review
38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2017, worth a combined $288M — up 24% from $233M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CFO positions and 0 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $12.1M. The largest seller was Victory Capital Management, cutting an estimated $506K.
- 38 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2017, up from 34 in Q2 2017.
- Funds reported $288M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2017, up 24% quarter-over-quarter.
- 4 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2017 and 0 closed out, a net change of +4 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2017 was UBS Group, an estimated $12.1M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2017 was Victory Capital Management, an estimated $506K sold.
Based on aggregated 13F filings for Q3 2017.