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VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO

67 hedge funds and large institutions have $231M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 67 → 67 (0)

0.21% less ownership

Funds ownership: 56.42% → 56.21% (-0.21%)

5% less capital invested

Capital invested by funds: $243M → $231M (-$12.1M)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Calton & Associates
Florida
+$1.29M
2
Stifel Financial
Stifel Financial
Missouri
+$608K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$444K
4
DAS
Dynamic Advisor Solutions
Arizona
+$367K
5
UBS Group
UBS Group
Switzerland
+$338K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.5M
2
WEG
World Equity Group
Illinois
-$2.82M
3
HI
Harbour Investments
Wisconsin
-$1.34M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
51
Horizons Wealth Management
North Carolina
$110K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$72.8K +$25.8K +369 +53%
HNB
53
Huntington National Bank
Ohio
$68.6K – – –
FFA
54
Farther Finance Advisors
California
$63.9K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$54K +$210 +3 +0.4%
HI
56
Harbour Investments
Wisconsin
$49.8K -$1.34M -19,086 -96%
LFG
57
Larson Financial Group
Missouri
$45.4K +$140 +2 +0.3%
DFA
58
DHJJ Financial Advisors
Illinois
$36.2K – – –
GWSG
59
GPS Wealth Strategies Group
Colorado
$29.5K – – –
NS
60
NBC Securities
Alabama
$26K +$26.9K +385 New
KWM
61
Kiker Wealth Management
Georgia
$15.6K +$15.9K +228 New
Bessemer Group
62
Bessemer Group
New Jersey
$15K +$15.4K +220 New
SIS
63
Sound Income Strategies
Florida
$7.9K – – –
CAL
64
Capital Advisors Ltd
Ohio
$4K – – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$3.43K – – –
SS
66
Sunbelt Securities
Texas
$2.19K – – –
AssetMark Inc
67
AssetMark Inc
California
$1.78K – – –
EWA
68
EverSource Wealth Advisors
Alabama
$72 – – –
Citadel Advisors
69
Citadel Advisors
Florida
– -$3.5M -50,758 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$556K -8,070 Closed
IAA
71
Independent Advisor Alliance
North Carolina
– -$449K -6,514 Closed
BPFA
72
Barnes Pettey Financial Advisors
Mississippi
– -$238K -3,447 Closed
SEIA
73
Signature Estate & Investment Advisors
California
– -$214K -3,110 Closed
1 2
3

CFO Hedge Fund Activity: Q1 2025 in Review

67 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2025, worth a combined $231M — down 5% from $243M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CFO positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 34 trimmed.

The largest buyer was Calton & Associates, opening a new position worth an estimated $1.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.5M sold.

  • 67 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $231M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2025 was Calton & Associates, an estimated $1.29M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2025 was Citadel Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2025.