CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

Overview Fund Activity

72 hedge funds and large institutions have $292M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
11
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.6M
2
CAN
2
Cetera Advisor Networks
California
$17.1M
3
IF
3
Intrua Financial
Texas
$5.29M
4
CA
4
Calton & Associates
Florida
$1.38M
5
Stifel Financial
5
Stifel Financial
Missouri
$11.2M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
3
Wells Fargo
3
Wells Fargo
California
$8.04M
4
LPL Financial
4
LPL Financial
California
$30.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$282K -$197K -3,244 -41%
SPIA
52
Steward Partners Investment Advisory
New York
$281K -$34.9K -575 -11%
HWP
53
Hibernia Wealth Partners
Louisiana
$263K -$199K -3,287 -43%
IA
54
IFP Advisors
Florida
$253K -$2.64M -43,576 -91%
AAS
55
Avantax Advisory Services
Texas
$239K – – –
HF
56
HRT Financial
New York
$202K +$202K +3,338 New
NP
57
NorthRock Partners
Minnesota
$173K +$173K +2,845 New
PTC
58
Private Trust Company
Ohio
$169K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$166K -$16.1K -266 -9%
HWM
60
Horizons Wealth Management
North Carolina
$148K -$891K -14,685 -86%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$69K -$5.32K -87 -7%
NS
62
NBC Securities
Alabama
$64K -$6.04K -100 -9%
HNB
63
Huntington National Bank
Ohio
$60.8K -$59K – –
DFA
64
DHJJ Financial Advisors
Illinois
$32.1K – – –
FHA
65
First Horizon Advisors
Tennessee
$24.3K +$24.3K +400 New
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$22.3K -$2.43K -40 -10%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$21.7K +$61 +1 +0.3%
GRP
68
Global Retirement Partners
California
$18.9K – – –
SIS
69
Sound Income Strategies
Florida
$15.8K – – –
AWM
70
Aspire Wealth Management
Massachusetts
$11.8K +$61 +1 +0.5%
GAG
71
Goodman Advisory Group
Massachusetts
$9.71K +$9.71K +160 New
CAL
72
Capital Advisors Ltd
Ohio
$4K – – –
SS
73
Sunbelt Securities
Texas
$1.94K – – –
SOS
74
Silver Oak Securities
Tennessee
– -$31.1M -528,587 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
– -$568K -9,676 Closed
1 2
3
4