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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

78 hedge funds and large institutions have $550M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 77 → 78 (+1)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

3.1% less ownership

Funds ownership: 68.31% → 65.21% (-3.1%)

9% less capital invested

Capital invested by funds: $607M → $550M (-$57.6M)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
6
Increased
28
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$5.62M
2
Morgan Stanley
Morgan Stanley
New York
+$2.27M
3
LWP
Lumature Wealth Partners
Georgia
+$2.04M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.76M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$30.8M
2
Creative Planning
Creative Planning
Kansas
-$12.6M
3
SOS
Silver Oak Securities
Tennessee
-$11.1M
4
Wells Fargo
Wells Fargo
California
-$7.08M
5
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$497K +$10.8K +165 +2%
KAS
52
Kestra Advisory Services
Texas
$484K +$11.6K +177 +2%
BPFA
53
Barnes Pettey Financial Advisors
Mississippi
$471K – – –
WWM
54
Western Wealth Management
Colorado
$459K – – –
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$453K – – –
CAG
56
Csenge Advisory Group
Florida
$444K +$454K +6,916 New
BC
57
Bowman & Company
Wisconsin
$429K +$177K +2,700 +68%
SPIA
58
Steward Partners Investment Advisory
New York
$355K +$70.5K +1,075 +24%
Citadel Advisors
59
Citadel Advisors
Florida
$275K -$1.79M -27,338 -86%
CBFP
60
Cedar Brook Financial Partners
Ohio
$248K +$787 +12 +0.3%
5L
61
55I LLC
Massachusetts
$232K -$111K -1,698 -32%
FZCM
62
Flynn Zito Capital Management
New York
$224K +$229K +3,497 New
PTC
63
Private Trust Company
Ohio
$172K – – –
BWA
64
BDO Wealth Advisors
Florida
$81K – – –
SIS
65
Sound Income Strategies
Florida
$81K +$13.4K +204 +19%
HI
66
Harbour Investments
Wisconsin
$79K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
HNB
68
Huntington National Bank
Ohio
$64K – – –
GI
69
Gradient Investments
Minnesota
$54K – – –
IBOK
70
Independence Bank of Kentucky
Kentucky
$38K +$39.4K +600 New
NSIM
71
North Star Investment Management
Illinois
$34K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$27K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$8K – – –
CAL
74
Capital Advisors Ltd
Ohio
$4K – – –
GRP
75
Global Retirement Partners
California
$4K +$66 +1 +2%
1 2
3
4

CFO Hedge Fund Activity: Q3 2022 in Review

78 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2022, worth a combined $550M — down 9.5% from $607M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CFO positions and 5 closed out — a net gain of 1 holder — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Vantage Financial Partners (Wisconsin), opening a new position worth an estimated $5.62M. The largest seller was LPL Financial, cutting an estimated $30.8M.

  • 78 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2022, up from 77 in Q2 2022.
  • Funds reported $550M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2022 and 5 closed out, a net change of +1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2022 was Vantage Financial Partners (Wisconsin), an estimated $5.62M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2022 was LPL Financial, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.