CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
6
Increased
23
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
Western Wealth Management
Colorado
+$12.7M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.34M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.7M
4
CSIA
Charles Schwab Investment Advisory
California
+$1.68M
5
SFWA
Summit Financial Wealth Advisors
Louisiana
+$1.31M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$13.6M
2
Morgan Stanley
Morgan Stanley
New York
-$12M
3
Ameriprise
Ameriprise
Minnesota
-$10.4M
4
FAAS
First Allied Advisory Services
California
-$5.24M
5
Victory Capital Management
Victory Capital Management
Texas
-$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$356K +$10.3K +211 +3%
BRWA
52
B. Riley Wealth Advisors
Florida
$258K +$588 +12 +0.2%
FHA
53
Flagship Harbor Advisors
Massachusetts
$247K -$79.4K -1,628 -24%
FHC
54
First Heartland Consultants
Missouri
$212K -$26.7K -546 -11%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$196K +$196K +4,000 New
NFG
56
Next Financial Group
Texas
$193K +$147K +2,998 +319%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$152K -$78.5K -1,601 -34%
SPIA
58
Steward Partners Investment Advisory
New York
$97K +$97K +2,000 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$71K – – –
GSWM
60
Golden State Wealth Management
California
$50K -$41.3K -848 -45%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$35K +$49 +1 +0.1%
GWM
62
Geneos Wealth Management
Colorado
$21K – – –
WCM
63
Whitener Capital Management
North Carolina
$11K – – –
GI
64
Gradient Investments
Minnesota
$10K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SIS
66
Sound Income Strategies
Florida
$7K – – –
IFAM
67
Institutional & Family Asset Management
Colorado
$1K -$55.8K -1,115 -98%
TSS
68
Two Sigma Securities
New York
– -$590K -12,610 Closed
CWM
69
Cornerstone Wealth Management
Missouri
– -$265K -4,851 Closed
AAS
70
Avantax Advisory Services
Texas
– -$209K -4,470 Closed
CGL
71
Clarius Group LLC
Washington
– -$208K -4,458 Closed
1 2
3