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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

61 hedge funds and large institutions have $759M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 7

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $590M → $759M (+$169M)

9% more funds holding

Funds holding: 56 → 61 (+5)

8.77% more ownership

Funds ownership: 69.71% → 78.48% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
37
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$94.8M
2
Morgan Stanley
Morgan Stanley
New York
+$19.5M
3
Bank of America
Bank of America
North Carolina
+$17.6M
4
UBS Group
UBS Group
Switzerland
+$14.5M
5
PAG
Private Advisor Group
New Jersey
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.14M
2
Citadel Advisors
Citadel Advisors
Florida
-$524K
3
TSS
Two Sigma Securities
New York
-$248K
4
Victory Capital Management
Victory Capital Management
Texas
-$155K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$98.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.31M +$70.9K +1,381 +3%
LA
27
LexAurum Advisors
Kansas
$2.14M +$9.76K +190 +0.5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.05M +$1.13M +21,968 +125%
NA
29
NewEdge Advisors
Louisiana
$1.87M -$26.2K -510 -1%
SG
30
StoneX Group
New York
$1.71M +$341K +6,646 +25%
WS
31
Wedbush Securities
California
$1.68M +$21.2K +413 +1%
SI
32
Stephens Inc
Arkansas
$1.59M +$1.57M +30,669 New
MIAN
33
Mariner Independent Advisor Network
Kansas
$1.38M +$1.37M +26,640 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$827K +$158K +3,081 +24%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$677K +$40.3K +784 +6%
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$637K +$204K +3,965 +47%
MML Investors Services
37
MML Investors Services
Massachusetts
$565K +$242K +4,708 +76%
Jane Street
38
Jane Street
New York
$554K -$5.14M -100,173 -90%
CGL
39
Clarius Group LLC
Washington
$502K +$498K +9,705 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$480K -$76.4K -1,488 -14%
CA
41
Cetera Advisors
Colorado
$478K +$65.4K +1,273 +16%
SWP
42
Stratos Wealth Partners
Ohio
$469K +$33.4K +650 +8%
AF
43
Aldebaran Financial
$430K -$5.13K -100 -1%
CAN
44
Cetera Advisor Networks
California
$342K +$338K +6,591 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$294K +$21.3K +414 +8%
KA
46
Kovack Advisors
Florida
$282K – – –
ONST
47
Old North State Trust
North Carolina
$279K +$278K +5,410 New
BRWA
48
B. Riley Wealth Advisors
Florida
$271K -$17.5K -341 -6%
FAIM
49
Financial Advocates Investment Management
Washington
$271K +$269K +5,232 New
FHC
50
First Heartland Consultants
Missouri
$253K – – –
1
2
3

CFO Hedge Fund Activity: Q3 2018 in Review

61 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2018, worth a combined $759M — up 29% from $590M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CFO positions and 7 closed out — a net gain of 5 holders — while 37 added to existing stakes and 7 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $94.8M. The largest seller was Jane Street, cutting an estimated $5.14M.

  • 61 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2018, up from 56 in Q2 2018.
  • Funds reported $759M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2018, up 29% quarter-over-quarter.
  • 12 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2018 and 7 closed out, a net change of +5 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $94.8M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2018 was Jane Street, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2018.