VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
77 hedge funds and large institutions have $681M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6.84% more ownership
Funds ownership: 60.05% → 66.89% (+6.8%)
6% more capital invested
Capital invested by funds: $641M → $681M (+$39.3M)
3% more funds holding
Funds holding: 75 → 77 (+2)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.3M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$9.11M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.96M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.33M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$3.88M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.32M |
| 3 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$3.07M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.85M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
76
Capital Advisors Ltd
Shaker Heights,
Ohio
| $4K | – | – | – |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $4K | +$4.25K | +58 | New |
|
78
BlackRock
New York
| $1K | – | – | – |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$272K | -3,500 | Closed |
|
|
AFP
80
Ausdal Financial Partners
Davenport,
Iowa
| – | -$204K | -2,631 | Closed |
|
|
BFA
81
BMS Financial Advisors
Rapid City,
South Dakota
| – | -$202K | -2,600 | Closed |
|
|
TC
82
TAP Consulting
Kirkwood,
Missouri
| – | -$24K | -307 | Closed |
|
|
CB
83
CNB Bank
Clearfield,
Pennsylvania
| – | -$5K | -64 | Closed |
|
CFO Hedge Fund Activity: Q1 2022 in Review
77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2022, worth a combined $681M — up 6.1% from $641M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFO positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $10.3M. The largest seller was FDx Advisors, cutting an estimated $3.88M.
- 77 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2022, up from 75 in Q4 2021.
- Funds reported $681M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2022, up 6.1% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2022 and 5 closed out, a net change of +4 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $10.3M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2022 was FDx Advisors, an estimated $3.88M sold.
Based on aggregated 13F filings for Q1 2022.