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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

71 hedge funds and large institutions have $231M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 71 → 71 (0)

5.51% less ownership

Funds ownership: 59.17% → 53.65% (-5.5%)

16% less capital invested

Capital invested by funds: $276M → $231M (-$45M)

72% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 39

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$2.94M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.73M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.22M
4
Jane Street
Jane Street
New York
+$440K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$345K

Top Sellers

Rank Fund Capital Flow
1
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$7.16M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.96M
3
LPL Financial
LPL Financial
California
-$1.46M
4
Morgan Stanley
Morgan Stanley
New York
-$1.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
26
World Equity Group
Illinois
$1.28M -$17.2K -268 -1%
FCM
27
Family Capital Management
Michigan
$1.28M -$180K -2,800 -12%
AWS
28
Atria Wealth Solutions
New York
$1.26M -$606K -9,439 -32%
RJA
29
Raymond James & Associates
Florida
$1.26M -$402K -6,254 -24%
Truist Financial
30
Truist Financial
North Carolina
$1.11M +$16.2K +252 +1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$10.6K -165 -1%
Osaic Holdings
32
Osaic Holdings
Arizona
$885K -$301K -4,682 -25%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$838K +$31.6K +492 +4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$834K +$63K +980 +8%
Jane Street
35
Jane Street
New York
$823K +$440K +6,847 +115%
Goldman Sachs
36
Goldman Sachs
New York
$646K – – –
VFPW
37
Vantage Financial Partners (Wisconsin)
Wisconsin
$596K -$44K -685 -7%
SPWG
38
Syntegra Private Wealth Group
Missouri
$575K – – –
Comerica Bank
39
Comerica Bank
Texas
$550K -$85.1K -1,325 -13%
LA
40
LexAurum Advisors
Kansas
$545K -$14.1K -220 -3%
TRCT
41
Tower Research Capital (TRC)
New York
$524K -$835 -13 -0.2%
KAS
42
Kestra Advisory Services
Texas
$458K +$84.3K +1,312 +23%
DAS
43
Dynamic Advisor Solutions
Arizona
$377K -$741K -11,536 -66%
MA
44
Mutual Advisors
Nebraska
$375K -$158K -2,454 -30%
RAS
45
RPS Advisory Solutions
Kentucky
$365K +$364K +5,673 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$346K +$345K +5,364 New
BPFA
47
Barnes Pettey Financial Advisors
Mississippi
$302K – – –
SWP
48
Significant Wealth Partners
Illinois
$284K +$899 +14 +0.3%
ACA
49
Aptus Capital Advisors
Alabama
$265K +$257 +4 +0.1%
AAS
50
Avantax Advisory Services
Texas
$237K – – –
1
2
3 4

CFO Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2024, worth a combined $231M — down 16% from $276M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CFO positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 39 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $2.94M. The largest seller was Keystone Financial Group (Kentucky), exiting entirely with an estimated $7.16M sold.

  • 71 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $231M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2024, down 16% quarter-over-quarter.
  • 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $2.94M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2024 was Keystone Financial Group (Kentucky), an estimated $7.16M sold.

Based on aggregated 13F filings for Q2 2024.