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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

70 hedge funds and large institutions have $243M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $231M → $243M (+$12M)

1.24% more ownership

Funds ownership: 53.65% → 54.89% (+1.2%)

1% less funds holding

Funds holding: 71 → 70 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$6.48M
2
Bank of America
Bank of America
North Carolina
+$462K
3
Stifel Financial
Stifel Financial
Missouri
+$330K
4
Wells Fargo
Wells Fargo
California
+$264K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$232K

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$4.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.88M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.14M
5
Jane Street
Jane Street
New York
-$823K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
51
LBMC Investment Advisors
Tennessee
$200K +$191K +2,872 New
NP
52
NorthRock Partners
Minnesota
$170K – – –
IA
53
IFP Advisors
Florida
$169K – – –
GWP
54
Gen-Wealth Partners
Michigan
$118K – – –
HWM
55
Horizons Wealth Management
North Carolina
$112K – – –
HNB
56
Huntington National Bank
Ohio
$69.9K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$55K +$133 +2 +0.3%
LFG
58
Larson Financial Group
Missouri
$45.9K +$133 +2 +0.3%
PFG
59
Peterson Financial Group
Iowa
$41.6K +$39.7K +596 New
DFA
60
DHJJ Financial Advisors
Illinois
$36.9K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$33.3K +$7.79K +117 +33%
GWSG
62
GPS Wealth Strategies Group
Colorado
$30K +$28.6K +430 New
NS
63
NBC Securities
Alabama
$26K – – –
GRP
64
Global Retirement Partners
California
$22K – – –
SIS
65
Sound Income Strategies
Florida
$18.2K – – –
JP Morgan Chase
66
JP Morgan Chase
New York
$16K -$122K -1,828 -89%
IWP
67
IAG Wealth Partners
Wisconsin
$8.51K – – –
CAL
68
Capital Advisors Ltd
Ohio
$4K – – –
SS
69
Sunbelt Securities
Texas
$2.23K – – –
AssetMark Inc
70
AssetMark Inc
California
$1.81K – – –
EWA
71
EverSource Wealth Advisors
Alabama
$92 – – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$2.23M -34,626 Closed
Jane Street
73
Jane Street
New York
– -$823K -12,815 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$346K -5,364 Closed
OAS
75
Optivise Advisory Services
Tennessee
– -$229K -3,560 Closed
1 2
3
4

CFO Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2024, worth a combined $243M — up 5.2% from $231M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 18 added.

The largest buyer was Keystone Financial Group (Kentucky), opening a new position worth an estimated $6.48M. The largest seller was Mather Group, cutting an estimated $4.39M.

  • 70 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2024, down from 71 in Q2 2024.
  • Funds reported $243M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2024 was Keystone Financial Group (Kentucky), an estimated $6.48M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2024 was Mather Group, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2024.