VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
79 hedge funds and large institutions have $563M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3.23% more ownership
Funds ownership: 65.21% → 68.45% (+3.2%)
1% more funds holding
Funds holding: 78 → 79 (+1)
2% more capital invested
Capital invested by funds: $550M → $563M (+$13.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.02M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$7.05M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$5.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.47M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$7.69M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.59M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.39M |
| 4 |
Morgan Stanley
New York
|
-$1.99M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.56M |
CFO Hedge Fund Activity: Q4 2022 in Review
79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2022, worth a combined $563M — up 2.4% from $550M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFO positions and 7 closed out — a net gain of 2 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.02M. The largest seller was Creative Planning, cutting an estimated $7.69M.
- 79 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2022, up from 78 in Q3 2022.
- Funds reported $563M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2022, up 2.4% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2022 and 7 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2022 was Wells Fargo, an estimated $9.02M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2022 was Creative Planning, an estimated $7.69M sold.
Based on aggregated 13F filings for Q4 2022.