VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
75 hedge funds and large institutions have $641M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more funds holding
Funds holding: 62 → 75 (+13)
15% more capital invested
Capital invested by funds: $558M → $641M (+$83M)
2.35% more ownership
Funds ownership: 57.7% → 60.05% (+2.4%)
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$47.5M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
+$20.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.46M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.2M |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$85.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.75M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.84M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
76
First Heartland Consultants
Lake St. Louis,
Missouri
| $256 | – | – | – |
|
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.75M | -38,728 | Closed |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| – | -$157K | -2,213 | Closed |
|
|
AP
79
Advisors Preferred
Rockville,
Maryland
| – | -$116K | -1,611 | Closed |
|
CFO Hedge Fund Activity: Q4 2021 in Review
75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2021, worth a combined $641M — up 15% from $558M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CFO positions and 3 closed out — a net gain of 18 holders — while 25 added to existing stakes and 23 trimmed.
The largest buyer was Creative Planning, adding an estimated $47.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $85.7M.
- 75 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2021, up from 62 in Q3 2021.
- Funds reported $641M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 21 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2021 and 3 closed out, a net change of +18 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2021 was Creative Planning, an estimated $47.5M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $85.7M sold.
Based on aggregated 13F filings for Q4 2021.