We are live on ! Find out more
CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

81 hedge funds and large institutions have $444M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 79 → 81 (+2)

7.44% less ownership

Funds ownership: 68.45% → 61.01% (-7.4%)

21% less capital invested

Capital invested by funds: $563M → $444M (-$119M)

43% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 37

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
21
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.13M
2
FTUS
Flow Traders U.S.
New York
+$1.14M
3
Citadel Advisors
Citadel Advisors
Florida
+$836K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$824K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$761K

Top Sellers

Rank Fund Capital Flow
1
SFP
Sweet Financial Partners
Minnesota
-$21.8M
2
Morgan Stanley
Morgan Stanley
New York
-$12.7M
3
Wells Fargo
Wells Fargo
California
-$9.11M
4
Ameriprise
Ameriprise
Minnesota
-$4.98M
5
IA
IFP Advisors
Florida
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
Mutual Advisors
Nebraska
$568K +$1.32K +21 +0.2%
KAS
52
Kestra Advisory Services
Texas
$478K -$568 -9 -0.1%
BC
53
Bowman & Company
Wisconsin
$478K -$108K -1,708 -18%
BPFA
54
Barnes Pettey Financial Advisors
Mississippi
$458K – – –
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$440K – – –
SI
56
Stephens Inc
Arkansas
$383K -$191K -3,023 -33%
SPIA
57
Steward Partners Investment Advisory
New York
$379K – – –
DAS
58
Dynamic Advisor Solutions
Arizona
$344K +$348K +5,519 New
AAS
59
Avantax Advisory Services
Texas
$256K +$259K +4,103 New
CBFP
60
Cedar Brook Financial Partners
Ohio
$245K -$1.39K -22 -0.6%
WWM
61
Western Wealth Management
Colorado
$223K – – –
FHC
62
First Heartland Consultants
Missouri
$205K – – –
JP Morgan Chase
63
JP Morgan Chase
New York
$201K -$14.1K -223 -6%
PTC
64
Private Trust Company
Ohio
$167K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$75K +$189 +3 +0.2%
AAS
66
Ameritas Advisory Services
Nebraska
$67K +$67.8K +1,074 New
SIS
67
Sound Income Strategies
Florida
$66K -$12.9K -204 -16%
HNB
68
Huntington National Bank
Ohio
$62.4K – – –
HI
69
Harbour Investments
Wisconsin
$45.5K +$63 +1 +0.1%
NSIM
70
North Star Investment Management
Illinois
$33.1K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$32.5K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$26.2K – – –
GRP
73
Global Retirement Partners
California
$19.9K +$16.7K +264 +440%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$19.6K -$639K -10,128 -3%
BAM
75
Belpointe Asset Management
Nevada
$14.3K – – –
1 2
3
4

CFO Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2023, worth a combined $444M — down 21% from $563M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CFO positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 37 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.13M. The largest seller was Sweet Financial Partners, cutting an estimated $21.8M.

  • 81 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2023, up from 79 in Q4 2022.
  • Funds reported $444M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $2.13M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2023 was Sweet Financial Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2023.