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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

77 hedge funds and large institutions have $607M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% more ownership

Funds ownership: 66.89% → 68.31% (+1.4%)

0% more funds holding

Funds holding: 77 → 77 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

11% less capital invested

Capital invested by funds: $681M → $607M (-$73.3M)

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
26
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$8.72M
2
SOS
Silver Oak Securities
Tennessee
+$5.71M
3
Morgan Stanley
Morgan Stanley
New York
+$4.92M
4
LWP
Lumature Wealth Partners
Georgia
+$4.49M
5
Wells Fargo
Wells Fargo
California
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$8.65M
2
MCC
Money Concepts Capital
Florida
-$7.98M
3
Ameriprise
Ameriprise
Minnesota
-$3.93M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$474K +$10.4K +150 +2%
BPFA
52
Barnes Pettey Financial Advisors
Mississippi
$472K -$63.9K -922 -11%
MCM
53
MAI Capital Management
Ohio
$463K -$766K -11,061 -61%
WWM
54
Western Wealth Management
Colorado
$459K – – –
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$453K – – –
5L
56
55I LLC
Massachusetts
$341K -$202K -2,919 -35%
SG
57
StoneX Group
New York
$291K +$114K +1,642 +57%
SPIA
58
Steward Partners Investment Advisory
New York
$287K – – –
BC
59
Bowman & Company
Wisconsin
$256K +$276K +3,986 New
CBFP
60
Cedar Brook Financial Partners
Ohio
$247K +$346 +5 +0.1%
FHC
61
First Heartland Consultants
Missouri
$211K – – –
BFA
62
BMS Financial Advisors
South Dakota
$202K +$180K +2,600 New
PTC
63
Private Trust Company
Ohio
$172K +$185K +2,677 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$113K +$122K +1,757 New
BWA
65
BDO Wealth Advisors
Florida
$81K – – –
HI
66
Harbour Investments
Wisconsin
$79K +$85K +1,228 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
SIS
68
Sound Income Strategies
Florida
$68K -$7.96K -115 -10%
HNB
69
Huntington National Bank
Ohio
$64K – – –
GI
70
Gradient Investments
Minnesota
$54K +$58.1K +839 New
NSIM
71
North Star Investment Management
Illinois
$34K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$27K – – –
AIP
73
Ahrens Investment Partners
Louisiana
$13K – – –
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$8K – – –
CAL
75
Capital Advisors Ltd
Ohio
$4K – – –
1 2
3
4

CFO Hedge Fund Activity: Q2 2022 in Review

77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2022, worth a combined $607M — down 11% from $681M a quarter earlier.

Fund positioning in CFO was balanced in Q2 2022: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 26 trimmed.

The largest buyer was Mather Group, adding an estimated $8.72M. The largest seller was Creative Planning, cutting an estimated $8.65M.

  • 77 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $607M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2022 and 10 closed out, a net change of 0 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2022 was Mather Group, an estimated $8.72M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2022 was Creative Planning, an estimated $8.65M sold.

Based on aggregated 13F filings for Q2 2022.