We are live on ! Find out more
CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

77 hedge funds and large institutions have $681M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6.84% more ownership

Funds ownership: 60.05% → 66.89% (+6.8%)

6% more capital invested

Capital invested by funds: $641M → $681M (+$39.3M)

3% more funds holding

Funds holding: 75 → 77 (+2)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
26
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.3M
2
MCC
Money Concepts Capital
Florida
+$9.11M
3
Wells Fargo
Wells Fargo
California
+$5.96M
4
IA
IFP Advisors
Florida
+$4.33M
5
MG
Mather Group
Illinois
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
-$3.88M
2
Ameriprise
Ameriprise
Minnesota
-$3.32M
3
SFP
Sweet Financial Partners
Minnesota
-$3.07M
4
Creative Planning
Creative Planning
Kansas
-$1.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$535K +$952 +13 +0.2%
WWM
52
Western Wealth Management
Colorado
$532K +$231K +3,159 +79%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$523K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$439K +$434K +5,925 New
SPIA
55
Steward Partners Investment Advisory
New York
$330K – – –
CBFP
56
Cedar Brook Financial Partners
Ohio
$285K -$805 -11 -0.3%
FZCM
57
Flynn Zito Capital Management
New York
$280K – – –
FTUS
58
Flow Traders U.S.
New York
$244K -$410K -5,601 -63%
FHC
59
First Heartland Consultants
Missouri
$243K – – –
FHA
60
Flagship Harbor Advisors
Massachusetts
$235K +$513 +7 +0.2%
CB
61
Commerce Bank
Missouri
$222K – – –
BRWA
62
B. Riley Wealth Advisors
Florida
$221K +$513 +7 +0.2%
SG
63
StoneX Group
New York
$214K +$293 +4 +0.1%
AAS
64
Avantax Advisory Services
Texas
$206K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$136K – – –
TFS
66
TrustCore Financial Services
Tennessee
$100K +$98.8K +1,350 New
BWA
67
BDO Wealth Advisors
Florida
$94K – – –
SIS
68
Sound Income Strategies
Florida
$87K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$87K +$72.3K +988 +540%
HNB
70
Huntington National Bank
Ohio
$74K – – –
NSIM
71
North Star Investment Management
Illinois
$39K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$31K -$73 -1 -0.2%
PFS
73
Prospera Financial Services
Texas
$23K +$22.3K +305 New
AIP
74
Ahrens Investment Partners
Louisiana
$15K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$9K – – –
1 2
3
4

CFO Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2022, worth a combined $681M — up 6.1% from $641M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CFO positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $10.3M. The largest seller was FDx Advisors, cutting an estimated $3.88M.

  • 77 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $681M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2022 and 5 closed out, a net change of +4 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $10.3M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2022 was FDx Advisors, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2022.