VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
62 hedge funds and large institutions have $558M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more capital invested
Capital invested by funds: $545M → $558M (+$13.7M)
0% more funds holding
Funds holding: 62 → 62 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.36% less ownership
Funds ownership: 58.06% → 57.7% (-0.36%)
12% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.21M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$4.08M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.86M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.5M |
| 3 |
Morgan Stanley
New York
|
-$1.45M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$776K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$609K |
CFO Hedge Fund Activity: Q3 2021 in Review
62 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2021, worth a combined $558M — up 2.5% from $545M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CFO positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 25 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.21M. The largest seller was Citadel Advisors, cutting an estimated $1.86M.
- 62 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $558M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2021 and 4 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $5.21M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.86M sold.
Based on aggregated 13F filings for Q3 2021.