VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
56 hedge funds and large institutions have $590M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 2 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 8
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $472M → $590M (+$117M)
11.44% more ownership
Funds ownership: 58.28% → 69.71% (+11%)
10% more funds holding
Funds holding: 51 → 56 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$108M |
| 2 |
Morgan Stanley
New York
|
+$26.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.42M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.09M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 3 |
Jane Street
New York
|
-$697K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$584K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
51
Centaurus Financial
Anaheim,
California
| $22K | +$22.3K | +451 | New |
|
52
BlackRock
New York
| $5K | – | – | – |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $1.81K | -$6.43K | -130 | -0.4% |
|
|
BCI
54
Brinker Capital Investments
Berwyn,
Pennsylvania
| $1K | – | – | – |
|
|
JFA
55
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$54K | -1,099 | Closed |
|
56
SEI Investments
Oaks,
Pennsylvania
| – | -$46K | -945 | Closed |
|
|
AS
57
Altshuler Shaham
Tel Aviv,
Israel
| – | +$1.29K | +26 | New |
|
CFO Hedge Fund Activity: Q2 2018 in Review
56 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2018, worth a combined $590M — up 25% from $472M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFO positions and 2 closed out — a net gain of 5 holders — while 34 added to existing stakes and 8 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $108M. The largest seller was Private Advisor Group, cutting an estimated $7.09M.
- 56 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2018, up from 51 in Q1 2018.
- Funds reported $590M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2018, up 25% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2018 and 2 closed out, a net change of +5 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $108M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2018 was Private Advisor Group, an estimated $7.09M sold.
Based on aggregated 13F filings for Q2 2018.