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VictoryShares US 500 Enhanced Volatility Wtd ETF

71 hedge funds and large institutions have $276M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.07%59.17% (+0.09%)

1% less funds holding

Funds holding: 7271 (-1)

5% less capital invested

Capital invested by funds: $292M → $276M (-$15.9M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

77% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 44

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$243K -$15.6K -250 -6%
CBFP
52
Cedar Brook Financial Partners
Ohio
$204K +$193K +3,090 New
JP Morgan Chase
53
JP Morgan Chase
New York
$196K +$14.3K +229 +8%
EWA
54
EverSource Wealth Advisors
Alabama
$193K -$114K -1,835 -37%
NP
55
NorthRock Partners
Minnesota
$161K -$25.6K -411 -14%
IA
56
IFP Advisors
Florida
$160K -$109K -1,743 -42%
HWM
57
Horizons Wealth Management
North Carolina
$148K
SPIA
58
Steward Partners Investment Advisory
New York
$120K -$175K -2,800 -61%
GWP
59
Gen-Wealth Partners
Michigan
$112K +$106K +1,699 New
SIS
60
Sound Income Strategies
Florida
$77.1K +$56.7K +909 +350%
NS
61
NBC Securities
Alabama
$69K
HNB
62
Huntington National Bank
Ohio
$66.1K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$52K -$21.5K -344 -30%
DFA
64
DHJJ Financial Advisors
Illinois
$34.9K
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$24.3K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$23.5K
GRP
67
Global Retirement Partners
California
$20.8K
PTC
68
Private Trust Company
Ohio
$7.45K -$167K -2,677 -96%
CAL
69
Capital Advisors Ltd
Ohio
$4K
CA
70
CoreCap Advisors
Michigan
$2.31K +$2.18K +35 New
SS
71
Sunbelt Securities
Texas
$2.11K
AWM
72
Aspire Wealth Management
Massachusetts
$1.01K -$11.2K -179 -92%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$2.83M -46,685 Closed
FTUS
74
Flow Traders U.S.
New York
-$819K -13,494 Closed
Baird Financial Group
75
Baird Financial Group
Wisconsin
-$795K -13,105 Closed

CFO Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2024, worth a combined $276M — down 5.4% from $292M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 10 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $20.9M. The largest seller was Morgan Stanley, cutting an estimated $34.1M.

  • 71 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $276M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20.9M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2024.