VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
77 hedge funds and large institutions have $607M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.
1.42% more ownership
Funds ownership: 66.89% → 68.31% (+1.4%)
0% more funds holding
Funds holding: 77 → 77 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
11% less capital invested
Capital invested by funds: $681M → $607M (-$73.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$8.72M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$5.71M |
| 3 |
Morgan Stanley
New York
|
+$4.92M |
| 4 |
LWP
Lumature Wealth Partners
Alpharetta,
Georgia
|
+$4.49M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$8.65M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$7.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $4K | – | – | – |
|
77
BlackRock
New York
| $1K | – | – | – |
|
|
WIM
78
Westside Investment Management
Santa Monica,
California
| $6 | +$6.65K | +96 | New |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| – | -$439K | -5,925 | Closed |
|
|
FZCM
80
Flynn Zito Capital Management
Garden City,
New York
| – | -$280K | -3,775 | Closed |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$244K | -3,292 | Closed |
|
|
FHA
82
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$235K | -3,179 | Closed |
|
|
CB
83
Commerce Bank
Kansas City,
Missouri
| – | -$222K | -3,000 | Closed |
|
|
BRWA
84
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$221K | -2,982 | Closed |
|
|
AAS
85
Avantax Advisory Services
Dallas,
Texas
| – | -$206K | -2,785 | Closed |
|
|
NFSG
86
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$136K | -1,841 | Closed |
|
|
TFS
87
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$100K | -1,350 | Closed |
|
|
PFS
88
Prospera Financial Services
Dallas,
Texas
| – | -$23K | -305 | Closed |
|
CFO Hedge Fund Activity: Q2 2022 in Review
77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2022, worth a combined $607M — down 11% from $681M a quarter earlier.
Fund positioning in CFO was balanced in Q2 2022: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 26 trimmed.
The largest buyer was Mather Group, adding an estimated $8.72M. The largest seller was Creative Planning, cutting an estimated $8.65M.
- 77 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $607M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2022 and 10 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2022 was Mather Group, an estimated $8.72M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2022 was Creative Planning, an estimated $8.65M sold.
Based on aggregated 13F filings for Q2 2022.