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VictoryShares US 500 Enhanced Volatility Wtd ETF

70 hedge funds and large institutions have $243M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $231M → $243M (+$12M)

1.24% more ownership

Funds ownership: 53.65%54.89% (+1.2%)

1% less funds holding

Funds holding: 7170 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Family Capital Management
Michigan
$1.38M -$3.2K -48 -0.2%
RJA
27
Raymond James & Associates
Florida
$1.38M +$9.79K +147 +0.7%
AWS
28
Atria Wealth Solutions
New York
$1.34M -$32.6K -490 -2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$122K +1,836 +11%
Truist Financial
30
Truist Financial
North Carolina
$1.21M +$2.06K +31 +0.2%
Citadel Advisors
31
Citadel Advisors
Florida
$952K -$537K -8,064 -37%
Osaic Holdings
32
Osaic Holdings
Arizona
$925K -$35K -526 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$916K +$5.59K +84 +0.6%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$898K -$7.52K -113 -0.9%
Goldman Sachs
35
Goldman Sachs
New York
$701K
SPWG
36
Syntegra Private Wealth Group
Missouri
$624K
Comerica Bank
37
Comerica Bank
Texas
$597K
LA
38
LexAurum Advisors
Kansas
$591K
TRCT
39
Tower Research Capital (TRC)
New York
$569K -$200 -3 -0%
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$502K -$139K -2,084 -22%
MA
41
Mutual Advisors
Nebraska
$398K +$932 +14 +0.2%
DAS
42
Dynamic Advisor Solutions
Arizona
$395K -$13.5K -203 -3%
RAS
43
RPS Advisory Solutions
Kentucky
$369K -$25.5K -383 -7%
KAS
44
Kestra Advisory Services
Texas
$364K -$128K -1,916 -27%
BPFA
45
Barnes Pettey Financial Advisors
Mississippi
$329K
SWP
46
Significant Wealth Partners
Illinois
$309K +$999 +15 +0.3%
ACA
47
Aptus Capital Advisors
Alabama
$292K +$4.2K +63 +2%
AAS
48
Avantax Advisory Services
Texas
$280K +$21.7K +326 +9%
HWP
49
Hibernia Wealth Partners
Louisiana
$238K +$227K +3,407 New
SEIA
50
Signature Estate & Investment Advisors
California
$217K +$207K +3,104 New

CFO Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2024, worth a combined $243M — up 5.2% from $231M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 18 added.

The largest buyer was Keystone Financial Group (Kentucky), opening a new position worth an estimated $6.48M. The largest seller was Mather Group, cutting an estimated $4.39M.

  • 70 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2024, down from 71 in Q2 2024.
  • Funds reported $243M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2024 was Keystone Financial Group (Kentucky), an estimated $6.48M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2024 was Mather Group, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2024.