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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

51 hedge funds and large institutions have $472M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

460% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more capital invested

Capital invested by funds: $334M → $472M (+$138M)

31% more funds holding

Funds holding: 39 → 51 (+12)

1.05% more ownership

Funds ownership: 57.23% → 58.28% (+1.1%)

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
28
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$17.6M
3
Morgan Stanley
Morgan Stanley
New York
+$17.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.1M
5
Ameriprise
Ameriprise
Minnesota
+$10M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$2.67M
2
CBU
CIBC Bank USA
Illinois
-$212K
3
FHC
First Heartland Consultants
Missouri
-$32.1K
4
Victory Capital Management
Victory Capital Management
Texas
-$16.7K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$5.12K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$1.49M +$1.52M +30,553 New
DADC
27
D.A. Davidson & Co
Montana
$1.46M +$1.07M +21,484 +259%
Citadel Advisors
28
Citadel Advisors
Florida
$1.09M +$1.11M +22,398 New
AG
29
Advisor Group
Arizona
$1.06M +$638K +12,820 +145%
SG
30
StoneX Group
New York
$979K +$437K +8,779 +78%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$929K +$73.6K +1,479 +8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$796K +$810K +16,290 New
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$587K +$99.8K +2,007 +20%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$526K -$5.12K -103 -0.9%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$401K +$112K +2,250 +38%
SWP
36
Stratos Wealth Partners
Ohio
$396K +$11.2K +225 +3%
CA
37
Cetera Advisors
Colorado
$374K +$382K +7,683 New
BRWA
38
B. Riley Wealth Advisors
Florida
$365K +$371K +7,459 New
KA
39
Kovack Advisors
Florida
$266K +$271K +5,443 New
MML Investors Services
40
MML Investors Services
Massachusetts
$262K +$14.7K +295 +6%
FHC
41
First Heartland Consultants
Missouri
$239K -$32.1K -645 -12%
AF
42
Aldebaran Financial
$230K -$2.98K -60 -1%
HCIA
43
Hochman Cole Investment Advisors
Illinois
$203K – – –
PCP
44
Proficio Capital Partners
Massachusetts
$71K – – –
S
45
SignatureFD
Georgia
$67K +$68.6K +1,380 New
JFA
46
JNBA Financial Advisors
Minnesota
$54K +$54.7K +1,099 New
SEI Investments
47
SEI Investments
Pennsylvania
$46K +$43.3K +871 +1,177%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$36K +$8.36K +168 +29%
BlackRock
49
BlackRock
New York
$5K +$5.27K +106 New
BCI
50
Brinker Capital Investments
Pennsylvania
$1K +$696 +14 New
1
2
3

CFO Hedge Fund Activity: Q1 2018 in Review

51 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2018, worth a combined $472M — up 41% from $334M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CFO positions and 2 closed out — a net gain of 12 holders — while 28 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $24.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $2.67M.

  • 51 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2018, up from 39 in Q4 2017.
  • Funds reported $472M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2018, up 41% quarter-over-quarter.
  • 14 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2018 and 2 closed out, a net change of +12 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2018 was Bank of America, an estimated $24.6M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2018 was Cornerstone Wealth Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2018.