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VictoryShares US 500 Enhanced Volatility Wtd ETF

70 hedge funds and large institutions have $236M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 6770 (+3)

2% more capital invested

Capital invested by funds: $231M → $236M (+$5.1M)

0.41% more ownership

Funds ownership: 56.21%56.62% (+0.41%)

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
51
Gen-Wealth Partners
Michigan
$121K
JP Morgan Chase
52
JP Morgan Chase
New York
$114K -$24.3K -357 -18%
HWM
53
Horizons Wealth Management
North Carolina
$114K
HNB
54
Huntington National Bank
Ohio
$71.4K
FFA
55
Farther Finance Advisors
California
$66.5K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$59.6K -$15.3K -225 -21%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$57K +$136 +2 +0.3%
LFG
58
Larson Financial Group
Missouri
$47.4K +$204 +3 +0.5%
HI
59
Harbour Investments
Wisconsin
$41.3K -$9.92K -146 -20%
DFA
60
DHJJ Financial Advisors
Illinois
$37.7K
NS
61
NBC Securities
Alabama
$33K +$5.64K +83 +22%
GWSG
62
GPS Wealth Strategies Group
Colorado
$30.7K
GRP
63
Global Retirement Partners
California
$22.5K +$21.5K +316 New
AAS
64
Ameritas Advisory Services
Nebraska
$21.6K +$20.6K +303 New
SIS
65
Sound Income Strategies
Florida
$8.22K
TVWM
66
Tower View Wealth Management
Wisconsin
$5.35K +$5.1K +75 New
CAL
67
Capital Advisors Ltd
Ohio
$4K
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$3.56K
SS
69
Sunbelt Securities
Texas
$2.21K
AssetMark Inc
70
AssetMark Inc
California
$1.85K
EWA
71
EverSource Wealth Advisors
Alabama
$75
QC
72
Quent Capital
New York
-$323K -4,709 Closed
NP
73
NorthRock Partners
Minnesota
-$167K -2,434 Closed
KWM
74
Kiker Wealth Management
Georgia
-$15.6K -228 Closed
Bessemer Group
75
Bessemer Group
New Jersey
-$15K -220 Closed

CFO Hedge Fund Activity: Q2 2025 in Review

70 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2025, worth a combined $236M — up 2.2% from $231M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CFO positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 33 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.2M. The largest seller was Wells Fargo, cutting an estimated $1.94M.

  • 70 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $236M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 7 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2025 was Citadel Advisors, an estimated $2.2M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2025 was Wells Fargo, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2025.