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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

77 hedge funds and large institutions have $607M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 66.89% → 68.31% (+1.4%)

0% more funds holding

Funds holding: 77 → 77 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

11% less capital invested

Capital invested by funds: $681M → $607M (-$73.3M)

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
26
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$8.72M
2
SOS
Silver Oak Securities
Tennessee
+$5.71M
3
Morgan Stanley
Morgan Stanley
New York
+$4.92M
4
LWP
Lumature Wealth Partners
Georgia
+$4.49M
5
Wells Fargo
Wells Fargo
California
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$8.65M
2
MCC
Money Concepts Capital
Florida
-$7.98M
3
Ameriprise
Ameriprise
Minnesota
-$3.93M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Perigon Wealth Management
California
$4.28M -$109K -1,580 -2%
LWP
27
Lumature Wealth Partners
Georgia
$4.17M +$4.49M +64,844 New
SPC
28
Sigma Planning Corp
Michigan
$3.45M -$113K -1,628 -3%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$3.39M +$64.1K +925 +2%
MA
30
MONECO Advisors
Connecticut
$3.08M +$208K +2,997 +7%
NA
31
NewEdge Advisors
Louisiana
$2.74M -$600K -8,662 -17%
CAN
32
Cetera Advisor Networks
California
$2.64M -$45.3K -654 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.23M +$1.17M +16,951 +95%
Citadel Advisors
34
Citadel Advisors
Florida
$2.03M +$1.66M +23,900 +310%
AI
35
Atria Investments
North Carolina
$2.02M -$83.1K -1,200 -4%
EP
36
Eudaimonia Partners
Tennessee
$1.91M -$91.5K -1,321 -4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.74M -$110K -1,588 -6%
GIA
38
Gladstone Institutional Advisory
Florida
$1.71M +$204K +2,940 +12%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.67M +$74.3K +1,073 +4%
CA
40
Calton & Associates
Florida
$1.59M +$10.5K +151 +0.6%
AWS
41
Atria Wealth Solutions
New York
$1.49M -$1.25K -18 -0.1%
HWM
42
Horizons Wealth Management
North Carolina
$1.3M +$1.35M +19,482 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.26M -$725K -10,470 -35%
Truist Financial
44
Truist Financial
North Carolina
$1.13M – – –
EWA
45
EverSource Wealth Advisors
Alabama
$1.12M +$287K +4,140 +31%
LA
46
LexAurum Advisors
Kansas
$824K +$208 +3 +0%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$694K -$75.7K -1,093 -9%
SI
48
Stephens Inc
Arkansas
$652K -$59.5K -859 -8%
MA
49
Mutual Advisors
Nebraska
$577K -$27.6K -399 -4%
HighTower Advisors
50
HighTower Advisors
Illinois
$487K +$525K +7,581 New
1
2
3 4

CFO Hedge Fund Activity: Q2 2022 in Review

77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2022, worth a combined $607M — down 11% from $681M a quarter earlier.

Fund positioning in CFO was balanced in Q2 2022: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 26 trimmed.

The largest buyer was Mather Group, adding an estimated $8.72M. The largest seller was Creative Planning, cutting an estimated $8.65M.

  • 77 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $607M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2022 and 10 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2022 was Mather Group, an estimated $8.72M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2022 was Creative Planning, an estimated $8.65M sold.

Based on aggregated 13F filings for Q2 2022.