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VictoryShares US 500 Enhanced Volatility Wtd ETF

57 hedge funds and large institutions have $292M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 53.38%51.32% (-2.1%)

14% less funds holding

Funds holding: 6657 (-9)

25% less capital invested

Capital invested by funds: $390M → $292M (-$98M)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
17
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Calton & Associates
Florida
$1.4M -$68.4K -1,345 -4%
CAN
27
Cetera Advisor Networks
California
$1.33M -$157K -3,092 -10%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M -$286K -5,617 -17%
HCIA
29
Hochman Cole Investment Advisors
Illinois
$1.21M +$136K +2,683 +12%
NA
30
NewEdge Advisors
Louisiana
$1.16M +$21.3K +419 +2%
LA
31
LexAurum Advisors
Kansas
$1.09M +$71.9K +1,414 +6%
MA
32
MONECO Advisors
Connecticut
$959K +$570K +11,215 +120%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$885K +$627K +12,341 +186%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$606K +$289K +5,675 +78%
SWP
35
Stratos Wealth Partners
Ohio
$460K -$6.36K -125 -1%
WWM
36
Western Wealth Management
Colorado
$453K -$2.39M -47,056 -83%
Citadel Advisors
37
Citadel Advisors
Florida
$372K -$1.12M -21,989 -73%
CAN
38
Claraphi Advisory Network
United States
$288K +$314K +6,170 New
NFG
39
Next Financial Group
Texas
$276K +$22.5K +442 +8%
Jane Street
40
Jane Street
New York
$272K +$296K +5,831 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$259K -$132K -2,601 -32%
SG
42
StoneX Group
New York
$255K -$176K -3,452 -39%
BRWA
43
B. Riley Wealth Advisors
Florida
$246K -$2.13K -42 -0.8%
Truist Financial
44
Truist Financial
North Carolina
$226K -$464K -9,134 -65%
EP
45
Eudaimonia Partners
Tennessee
$210K +$3.56K +70 +2%
FHA
46
Flagship Harbor Advisors
Massachusetts
$206K +$458 +9 +0.2%
SPIA
47
Steward Partners Investment Advisory
New York
$93K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$42K -$23.3K -459 -34%
CS
49
Capital Square
Tennessee
$37K +$40.7K +800 New
OPS
50
Orion Portfolio Solutions
Nebraska
$34K +$37.3K +734 New

CFO Hedge Fund Activity: Q1 2020 in Review

57 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2020, worth a combined $292M — down 25% from $390M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CFO and 6 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 17 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.95M. The largest seller was Private Advisor Group, cutting an estimated $10.9M.

  • 57 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2020, down from 66 in Q4 2019.
  • Funds reported $292M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2020 and 12 closed out, a net change of -6 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2020 was Northwestern Mutual Wealth Management, an estimated $4.95M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2020 was Private Advisor Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.