VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
59 hedge funds and large institutions have $341M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 57 → 59 (+2)
5% more capital invested
Capital invested by funds: $325M → $341M (+$15.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.15% less ownership
Funds ownership: 53.41% → 53.26% (-0.15%)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.55M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.37M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.5M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.79M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.93M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$3.92M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.52M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.02M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$906K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
51
North Star Investment Management
Chicago,
Illinois
| $29K | – | – | – |
|
|
SFG
52
Sowa Financial Group
Lincoln,
Rhode Island
| $27K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $23K | – | – | – |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| $23K | – | – | – |
|
55
Fifth Third Bancorp
Cincinnati,
Ohio
| $10K | +$9.7K | +180 | New |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
SIS
57
Sound Income Strategies
Ft Lauderdale,
Florida
| $8K | – | – | – |
|
58
US Bancorp
Minneapolis,
Minnesota
| $8K | – | – | – |
|
|
FHC
59
First Horizon Corporation
Memphis,
Tennessee
| $3K | +$3.77K | +70 | New |
|
|
GVAG
60
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$3.92M | -75,640 | Closed |
|
61
Citadel Advisors
Miami,
Florida
| – | -$717K | -13,829 | Closed |
|
|
SG
62
StoneX Group
New York
| – | -$213K | -4,115 | Closed |
|
|
OPS
63
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$52K | -996 | Closed |
|
64
Rockefeller Capital Management
New York
| – | -$16K | -305 | Closed |
|
CFO Hedge Fund Activity: Q3 2020 in Review
59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2020, worth a combined $341M — up 4.8% from $325M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CFO positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 24 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.55M. The largest seller was LPL Financial, cutting an estimated $5.93M.
- 59 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2020, up from 57 in Q2 2020.
- Funds reported $341M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2020, up 4.8% quarter-over-quarter.
- 7 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2020 and 5 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $4.55M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2020 was LPL Financial, an estimated $5.93M sold.
Based on aggregated 13F filings for Q3 2020.