VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
66 hedge funds and large institutions have $390M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 10 closing their positions.
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
3.01% less ownership
Funds ownership: 56.4% → 53.38% (-3%)
4% less funds holding
Funds holding: 69 → 66 (-3)
8% less capital invested
Capital invested by funds: $426M → $390M (-$35.5M)
48% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 31
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.16M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.46M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$2.27M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.27M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$874K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$24.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.99M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$5.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.05M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.31M |
CFO Hedge Fund Activity: Q4 2019 in Review
66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2019, worth a combined $390M — down 8.3% from $426M a quarter earlier.
Fund positioning in CFO was balanced in Q4 2019: 10 funds opened new positions, 10 closed out, 16 added to existing stakes and 31 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $3.16M. The largest seller was UBS Group, cutting an estimated $24.9M.
- 66 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2019, down from 69 in Q3 2019.
- Funds reported $390M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2019, down 8.3% quarter-over-quarter.
- 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2019 and 10 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2019 was Private Advisor Group, an estimated $3.16M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2019 was UBS Group, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2019.