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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

75 hedge funds and large institutions have $641M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more funds holding

Funds holding: 62 → 75 (+13)

15% more capital invested

Capital invested by funds: $558M → $641M (+$83M)

2.35% more ownership

Funds ownership: 57.7% → 60.05% (+2.4%)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
25
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$47.5M
2
FA
FDx Advisors
Illinois
+$20.9M
3
LPL Financial
LPL Financial
California
+$4.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
5
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$85.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.75M
3
Wells Fargo
Wells Fargo
California
-$2.06M
4
Bank of America
Bank of America
North Carolina
-$1.84M
5
NA
NewEdge Advisors
Louisiana
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$4.27M -$1.63M -21,751 -28%
CAN
27
Cetera Advisor Networks
California
$3.49M +$110K +1,469 +3%
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$3.38M +$260K +3,459 +9%
MA
29
MONECO Advisors
Connecticut
$3.08M +$262K +3,490 +9%
AI
30
Atria Investments
North Carolina
$2.92M +$204K +2,716 +8%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.63M -$91.7K -1,221 -3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.53M +$32.7K +435 +1%
GIA
33
Gladstone Institutional Advisory
Florida
$1.95M +$281K +3,747 +18%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M +$68.1K +907 +4%
CA
35
Calton & Associates
Florida
$1.91M -$110K -1,458 -6%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.77M +$71.8K +956 +4%
MCM
37
MAI Capital Management
Ohio
$1.47M +$1.42M +18,908 New
Truist Financial
38
Truist Financial
North Carolina
$1.37M -$3.91K -52 -0.3%
LA
39
LexAurum Advisors
Kansas
$1.01M -$56.6K -753 -5%
EWA
40
EverSource Wealth Advisors
Alabama
$858K +$829K +11,041 New
SI
41
Stephens Inc
Arkansas
$855K -$34.1K -454 -4%
NFG
42
Next Financial Group
Texas
$835K +$103K +1,371 +15%
5L
43
55I LLC
Massachusetts
$743K -$97.8K -1,302 -12%
MA
44
Mutual Advisors
Nebraska
$721K -$13.1K -174 -2%
BPFA
45
Barnes Pettey Financial Advisors
Mississippi
$714K +$690K +9,187 New
FTUS
46
Flow Traders U.S.
New York
$691K +$668K +8,893 New
Citadel Advisors
47
Citadel Advisors
Florida
$677K -$345K -4,593 -35%
KAS
48
Kestra Advisory Services
Texas
$560K -$1.05K -14 -0.2%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$548K – – –
MG
50
Mather Group
Illinois
$531K +$514K +6,837 New
1
2
3 4

CFO Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2021, worth a combined $641M — up 15% from $558M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CFO positions and 3 closed out — a net gain of 18 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Creative Planning, adding an estimated $47.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $85.7M.

  • 75 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $641M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 21 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2021 and 3 closed out, a net change of +18 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2021 was Creative Planning, an estimated $47.5M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2021.