VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
78 hedge funds and large institutions have $550M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 77 → 78 (+1)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
3.1% less ownership
Funds ownership: 68.31% → 65.21% (-3.1%)
9% less capital invested
Capital invested by funds: $607M → $550M (-$57.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$5.62M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
LWP
Lumature Wealth Partners
Alpharetta,
Georgia
|
+$2.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.76M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$30.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$12.6M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$11.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.08M |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$3.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3K | +$2.56K | +39 | New |
|
77
BlackRock
New York
| $1K | – | – | – |
|
|
FHC
78
First Heartland Consultants
Lake St. Louis,
Missouri
| $211 | – | – | – |
|
|
WIM
79
Westside Investment Management
Santa Monica,
California
| $6 | – | – | – |
|
|
MCM
80
MAI Capital Management
Independence,
Ohio
| – | -$463K | -7,205 | Closed |
|
|
SG
81
StoneX Group
New York
| – | -$291K | -4,528 | Closed |
|
|
BFA
82
BMS Financial Advisors
Rapid City,
South Dakota
| – | -$202K | -2,600 | Closed |
|
83
Jones Financial Companies
Des Peres,
Missouri
| – | -$113K | -1,757 | Closed |
|
|
AIP
84
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$13K | -200 | Closed |
|
CFO Hedge Fund Activity: Q3 2022 in Review
78 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2022, worth a combined $550M — down 9.5% from $607M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CFO positions and 5 closed out — a net gain of 1 holder — while 28 added to existing stakes and 29 trimmed.
The largest buyer was Vantage Financial Partners (Wisconsin), opening a new position worth an estimated $5.62M. The largest seller was LPL Financial, cutting an estimated $30.8M.
- 78 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2022, up from 77 in Q2 2022.
- Funds reported $550M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2022 and 5 closed out, a net change of +1 holder.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2022 was Vantage Financial Partners (Wisconsin), an estimated $5.62M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2022 was LPL Financial, an estimated $30.8M sold.
Based on aggregated 13F filings for Q3 2022.