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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

58 hedge funds and large institutions have $416M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $341M → $416M (+$74.5M)

1.84% more ownership

Funds ownership: 53.26% → 55.1% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

2% less funds holding

Funds holding: 59 → 58 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.73M
3
NA
NewEdge Advisors
Louisiana
+$2.11M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.07M
5
PAG
Private Advisor Group
New Jersey
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.53M
2
Morgan Stanley
Morgan Stanley
New York
-$1.51M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.39M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$974K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$91K +$7.22K +123 +9%
NFSG
52
Newbridge Financial Services Group
Florida
$87K +$13.8K +235 +20%
NSIM
53
North Star Investment Management
Illinois
$33K – – –
SFG
54
Sowa Financial Group
Rhode Island
$31K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$26K -$117 -2 -0.5%
SIS
56
Sound Income Strategies
Florida
$9K – – –
US Bancorp
57
US Bancorp
Minnesota
$9K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SWP
59
Stratos Wealth Partners
Ohio
– -$536K -9,847 Closed
CAN
60
Claraphi Advisory Network
United States
– -$296K -5,443 Closed
FHA
61
Flagship Harbor Advisors
Massachusetts
– -$199K -3,666 Closed
GWM
62
Geneos Wealth Management
Colorado
– -$23K -434 Closed
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
– -$10K -180 Closed
FHC
64
First Horizon Corporation
Tennessee
– -$3K -70 Closed
1 2
3

CFO Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2020, worth a combined $416M — up 22% from $341M a quarter earlier.

Fund positioning in CFO was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.7M. The largest seller was Bank of America, cutting an estimated $2.53M.

  • 58 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2020, down from 59 in Q3 2020.
  • Funds reported $416M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2020 and 6 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2020 was LPL Financial, an estimated $14.7M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2020 was Bank of America, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2020.