CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

Overview Fund Activity

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
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

1
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$6.79M
2
Bank of America
Bank of America
North Carolina
$12.9M
3
Stifel Financial
Stifel Financial
Missouri
$13.3M
4
Wells Fargo
Wells Fargo
California
$9.38M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$26.6M

Top Sellers

1
MG
Mather Group
Illinois
$4.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.2M
5
Morgan Stanley
Morgan Stanley
New York
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
51
LBMC Investment Advisors
Tennessee
$200K +$200K +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 -$64.4K – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$55K +$139 +2 +0.3%
LFG
58
Larson Financial Group
Missouri
$45.9K +$140 +2 +0.3%
PFG
59
Peterson Financial Group
Iowa
$41.6K +$41.6K +596 New
DFA
60
DHJJ Financial Advisors
Illinois
$36.9K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$33.3K +$8.17K +117 +33%
GWSG
62
GPS Wealth Strategies Group
Colorado
$30K +$30K +430 New
NS
63
NBC Securities
Alabama
$26K – – –
GRP
64
Global Retirement Partners
California
$22K – – –
SIS
65
Sound Income Strategies
Florida
$18.2K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$16K -$128K -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
$1.82K – – –
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