VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
68 hedge funds and large institutions have $481M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
1.07% more ownership
Funds ownership: 57.02% → 58.09% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less capital invested
Capital invested by funds: $505M → $481M (-$24.6M)
1% less funds holding
Funds holding: 69 → 68 (-1)
28% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$13M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.26M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.66M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.63M |
| 5 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.2M |
| 2 |
Morgan Stanley
New York
|
-$11.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.1M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$5.11M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$4.41M |
CFO Hedge Fund Activity: Q2 2019 in Review
68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2019, worth a combined $481M — down 4.9% from $505M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CFO positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 32 trimmed.
The largest buyer was Western Wealth Management, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $13.2M.
- 68 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2019, down from 69 in Q1 2019.
- Funds reported $481M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2019, down 4.9% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2019 and 4 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2019 was Western Wealth Management, an estimated $13M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2019 was Bank of America, an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2019.