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VictoryShares US 500 Enhanced Volatility Wtd ETF

71 hedge funds and large institutions have $276M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.07%59.17% (+0.09%)

1% less funds holding

Funds holding: 7271 (-1)

5% less capital invested

Capital invested by funds: $292M → $276M (-$15.9M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

77% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 44

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.74M -$47.7K -764 -3%
RJA
27
Raymond James & Associates
Florida
$1.71M -$409K -6,552 -20%
FCM
28
Family Capital Management
Michigan
$1.49M
CA
29
Calton & Associates
Florida
$1.48M -$23.1K -371 -2%
WEG
30
World Equity Group
Illinois
$1.33M -$642K -10,286 -34%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.22M -$1.55M -24,793 -57%
DAS
32
Dynamic Advisor Solutions
Arizona
$1.15M +$94.1K +1,508 +9%
Truist Financial
33
Truist Financial
North Carolina
$1.12M -$97.1K -1,557 -8%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$589K -9,443 -37%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$828K -$109K -1,753 -12%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$791K -$19.3K -309 -3%
Goldman Sachs
37
Goldman Sachs
New York
$663K
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$657K -$66.1K -1,060 -10%
Comerica Bank
39
Comerica Bank
Texas
$651K -$16.5K -264 -3%
SPWG
40
Syntegra Private Wealth Group
Missouri
$590K -$49K -786 -8%
LA
41
LexAurum Advisors
Kansas
$573K -$54.3K -870 -9%
TRCT
42
Tower Research Capital (TRC)
New York
$539K +$156K +2,495 +44%
MA
43
Mutual Advisors
Nebraska
$536K -$12K -193 -2%
GC
44
Guidance Capital
Kentucky
$531K -$182K -2,914 -26%
Jane Street
45
Jane Street
New York
$394K +$372K +5,968 New
KAS
46
Kestra Advisory Services
Texas
$384K +$72.9K +1,168 +25%
BPFA
47
Barnes Pettey Financial Advisors
Mississippi
$310K
SWP
48
Significant Wealth Partners
Illinois
$290K -$48K -769 -15%
ACA
49
Aptus Capital Advisors
Alabama
$272K +$257K +4,123 New
HWP
50
Hibernia Wealth Partners
Louisiana
$247K -$36.6K -587 -14%

CFO Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2024, worth a combined $276M — down 5.4% from $292M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 10 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $20.9M. The largest seller was Morgan Stanley, cutting an estimated $34.1M.

  • 71 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $276M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20.9M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2024.