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VictoryShares US 500 Enhanced Volatility Wtd ETF

81 hedge funds and large institutions have $444M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 7981 (+2)

7.44% less ownership

Funds ownership: 68.45%61.01% (-7.4%)

21% less capital invested

Capital invested by funds: $563M → $444M (-$119M)

43% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 37

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
21
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.14M +$2.13M +33,718 +201%
IA
27
IFP Advisors
Florida
$2.86M -$4.09M -64,833 -53%
PWM
28
Perigon Wealth Management
California
$2.71M -$351K -5,564 -11%
MA
29
MONECO Advisors
Connecticut
$2.68M +$95.2K +1,509 +4%
AWS
30
Atria Wealth Solutions
New York
$2.42M +$312K +4,949 +15%
NA
31
NewEdge Advisors
Louisiana
$2.19M -$132K -2,092 -6%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$123K +1,947 +7%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.7M -$648K -10,268 -27%
AI
34
Atria Investments
North Carolina
$1.68M -$106K -1,678 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.67M -$159K -2,518 -9%
WEG
36
World Equity Group
Illinois
$1.55M -$2.84M -44,976 -57%
FCM
37
Family Capital Management
Michigan
$1.54M -$16.5K -261 -1%
CA
38
Calton & Associates
Florida
$1.49M -$36K -570 -2%
MCC
39
Money Concepts Capital
Florida
$1.48M -$1.04M -16,478 -10%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.33M +$125K +1,977 +10%
CAN
41
Cetera Advisor Networks
California
$1.25M +$194K +3,068 +18%
EWA
42
EverSource Wealth Advisors
Alabama
$1.2M +$63.8K +1,011 +6%
HWM
43
Horizons Wealth Management
North Carolina
$1.17M -$18.7K -297 -2%
Truist Financial
44
Truist Financial
North Carolina
$1.16M -$43.4K -688 -4%
FTUS
45
Flow Traders U.S.
New York
$1.12M +$1.14M +18,001 New
Citadel Advisors
46
Citadel Advisors
Florida
$826K +$836K +13,256 New
LA
47
LexAurum Advisors
Kansas
$718K +$442 +7 +0.1%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$697K -$2.4K -38 -0.3%
SPWG
49
Syntegra Private Wealth Group
Missouri
$688K -$12.4K -196 -2%
Goldman Sachs
50
Goldman Sachs
New York
$626K +$634K +10,049 New

CFO Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2023, worth a combined $444M — down 21% from $563M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CFO positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 37 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.13M. The largest seller was Sweet Financial Partners, cutting an estimated $21.8M.

  • 81 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2023, up from 79 in Q4 2022.
  • Funds reported $444M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $2.13M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2023 was Sweet Financial Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2023.