VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
72 hedge funds and large institutions have $542M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more funds holding
Funds holding: 61 → 72 (+11)
22.3% less ownership
Funds ownership: 78.48% → 56.18% (-22%)
29% less capital invested
Capital invested by funds: $759M → $542M (-$217M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.03M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.86M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$192M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$43.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.3M |
| 4 |
Morgan Stanley
New York
|
-$19.9M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$5.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | +$48 | +1 | New |
|
|
FCAS
77
First Command Advisory Services
Fort Worth,
Texas
| – | +$24.5K | +515 | New |
|
CFO Hedge Fund Activity: Q4 2018 in Review
72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2018, worth a combined $542M — down 29% from $759M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CFO positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16.9M. The largest seller was Cornerstone Wealth Management, cutting an estimated $192M.
- 72 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2018, up from 61 in Q3 2018.
- Funds reported $542M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2018, down 29% quarter-over-quarter.
- 17 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2018 and 6 closed out, a net change of +11 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $16.9M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $192M sold.
Based on aggregated 13F filings for Q4 2018.