We are live on ! Find out more
CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF

56 hedge funds and large institutions have $590M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 8

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $472M → $590M (+$117M)

11.44% more ownership

Funds ownership: 58.28%69.71% (+11%)

10% more funds holding

Funds holding: 5156 (+5)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
7
Increased
34
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.04M +$2.04M +41,261 New
WS
27
Wedbush Securities
California
$1.58M +$69.7K +1,409 +5%
SG
28
StoneX Group
New York
$1.31M +$318K +6,436 +32%
AG
29
Advisor Group
Arizona
$1.15M +$81.6K +1,651 +8%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$893K -$1.41M -28,491 -61%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$871K -$68.3K -1,381 -7%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$637K +$30.3K +613 +5%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$608K +$608K +12,298 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$526K
Citadel Advisors
35
Citadel Advisors
Florida
$524K -$584K -11,815 -53%
AF
36
Aldebaran Financial
$416K +$183K +3,700 +79%
SWP
37
Stratos Wealth Partners
Ohio
$415K +$14.8K +300 +4%
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$413K +$6.92K +140 +2%
CA
39
Cetera Advisors
Colorado
$394K +$14.6K +296 +4%
MML Investors Services
40
MML Investors Services
Massachusetts
$308K +$42.2K +854 +16%
BRWA
41
B. Riley Wealth Advisors
Florida
$276K -$93.3K -1,886 -25%
KA
42
Kovack Advisors
Florida
$269K
FHA
43
Flagship Harbor Advisors
Massachusetts
$260K +$261K +5,280 New
TSS
44
Two Sigma Securities
New York
$248K +$248K +5,014 New
FHC
45
First Heartland Consultants
Missouri
$242K
HCIA
46
Hochman Cole Investment Advisors
Illinois
$216K +$11.1K +224 +5%
S
47
SignatureFD
Georgia
$162K +$93.7K +1,894 +137%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$98.8K +$98.9K +2,000 New
PCP
49
Proficio Capital Partners
Massachusetts
$72K
PFBT
50
Parkside Financial Bank & Trust
Missouri
$37K +$148 +3 +0.4%

CFO Hedge Fund Activity: Q2 2018 in Review

56 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2018, worth a combined $590M — up 25% from $472M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CFO positions and 2 closed out — a net gain of 5 holders — while 34 added to existing stakes and 8 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $108M. The largest seller was Private Advisor Group, cutting an estimated $7.09M.

  • 56 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2018, up from 51 in Q1 2018.
  • Funds reported $590M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2018, up 25% quarter-over-quarter.
  • 7 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2018 and 2 closed out, a net change of +5 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $108M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2018 was Private Advisor Group, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.