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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

58 hedge funds and large institutions have $416M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $341M → $416M (+$74.5M)

1.84% more ownership

Funds ownership: 53.26% → 55.1% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

2% less funds holding

Funds holding: 59 → 58 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.73M
3
NA
NewEdge Advisors
Louisiana
+$2.11M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.07M
5
PAG
Private Advisor Group
New Jersey
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.53M
2
Morgan Stanley
Morgan Stanley
New York
-$1.51M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.39M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$974K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.73M -$568K -9,671 -26%
CA
27
Calton & Associates
Florida
$1.69M -$85.2K -1,451 -5%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$1.51M -$736K -12,527 -34%
LA
29
LexAurum Advisors
Kansas
$1.41M -$35.1K -598 -3%
HCIA
30
Hochman Cole Investment Advisors
Illinois
$1.41M -$23.5K -400 -2%
LFF
31
Level Four Financial
Texas
$1.15M +$1.08M +18,471 New
MA
32
MONECO Advisors
Connecticut
$953K -$2.82K -48 -0.3%
KAS
33
Kestra Advisory Services
Texas
$923K +$867K +14,764 +11,185%
PWM
34
Perigon Wealth Management
California
$906K +$251K +4,275 +42%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$791K -$97.9K -1,667 -12%
NFG
36
Next Financial Group
Texas
$709K +$58.1K +990 +10%
MA
37
Mutual Advisors
Nebraska
$602K -$19.2K -327 -3%
TC
38
TAP Consulting
Missouri
$578K -$308K -5,244 -36%
EP
39
Eudaimonia Partners
Tennessee
$552K +$155K +2,644 +43%
Creative Planning
40
Creative Planning
Kansas
$528K -$297K -5,061 -37%
SI
41
Stephens Inc
Arkansas
$512K +$173K +2,950 +56%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$440K +$414K +7,057 New
WWM
43
Western Wealth Management
Colorado
$424K -$20.1K -342 -5%
Truist Financial
44
Truist Financial
North Carolina
$382K +$82.6K +1,407 +30%
CBFP
45
Cedar Brook Financial Partners
Ohio
$323K -$2.82K -48 -0.9%
BRWA
46
B. Riley Wealth Advisors
Florida
$321K -$5.17K -88 -2%
SPIA
47
Steward Partners Investment Advisory
New York
$295K +$149K +2,535 +115%
FHC
48
First Heartland Consultants
Missouri
$206K +$194K +3,295 New
IAIM
49
International Assets Investment Management
Florida
$154K +$183K +3,122 New
MCC
50
Money Concepts Capital
Florida
$130K +$122K +2,076 New
1
2
3

CFO Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2020, worth a combined $416M — up 22% from $341M a quarter earlier.

Fund positioning in CFO was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.7M. The largest seller was Bank of America, cutting an estimated $2.53M.

  • 58 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2020, down from 59 in Q3 2020.
  • Funds reported $416M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2020 and 6 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2020 was LPL Financial, an estimated $14.7M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2020 was Bank of America, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2020.