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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

67 hedge funds and large institutions have $231M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 67 → 67 (0)

0.21% less ownership

Funds ownership: 56.42% → 56.21% (-0.21%)

5% less capital invested

Capital invested by funds: $243M → $231M (-$12.1M)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Calton & Associates
Florida
+$1.29M
2
Stifel Financial
Stifel Financial
Missouri
+$608K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$444K
4
DAS
Dynamic Advisor Solutions
Arizona
+$367K
5
UBS Group
UBS Group
Switzerland
+$338K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.5M
2
WEG
World Equity Group
Illinois
-$2.82M
3
HI
Harbour Investments
Wisconsin
-$1.34M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Calton & Associates
Florida
$1.26M +$1.29M +18,378 New
Truist Financial
27
Truist Financial
North Carolina
$1.17M -$14K -200 -1%
Goldman Sachs
28
Goldman Sachs
New York
$1.15M – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.14M -$88.9K -1,271 -7%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.14M +$317K +4,531 +37%
WEG
31
World Equity Group
Illinois
$1.13M -$2.82M -40,329 -71%
AWS
32
Atria Wealth Solutions
New York
$1.07M -$84.5K -1,208 -7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$842K -$70 -1 -0%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$820K -$77.2K -1,104 -8%
SPWG
35
Syntegra Private Wealth Group
Missouri
$579K -$4.55K -65 -0.8%
Comerica Bank
36
Comerica Bank
Texas
$539K -$1.05K -15 -0.2%
LA
37
LexAurum Advisors
Kansas
$480K -$2.03K -29 -0.4%
DAS
38
Dynamic Advisor Solutions
Arizona
$360K +$367K +5,250 New
RAS
39
RPS Advisory Solutions
Kentucky
$351K -$7.76K -111 -2%
MA
40
Mutual Advisors
Nebraska
$344K -$24.8K -355 -6%
KAS
41
Kestra Advisory Services
Texas
$339K -$114K -1,624 -25%
QC
42
Quent Capital
New York
$323K +$329K +4,709 New
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$321K -$147K -2,108 -31%
SWP
44
Significant Wealth Partners
Illinois
$306K +$1.12K +16 +0.4%
ACA
45
Aptus Capital Advisors
Alabama
$278K -$9.02K -129 -3%
AAS
46
Avantax Advisory Services
Texas
$268K – – –
NP
47
NorthRock Partners
Minnesota
$167K – – –
IA
48
IFP Advisors
Florida
$166K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$134K +$121K +1,729 +755%
GWP
50
Gen-Wealth Partners
Michigan
$116K – – –
1
2
3

CFO Hedge Fund Activity: Q1 2025 in Review

67 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2025, worth a combined $231M — down 5% from $243M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CFO positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 34 trimmed.

The largest buyer was Calton & Associates, opening a new position worth an estimated $1.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.5M sold.

  • 67 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $231M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2025 was Calton & Associates, an estimated $1.29M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2025 was Citadel Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2025.