VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
79 hedge funds and large institutions have $563M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3.23% more ownership
Funds ownership: 65.21% → 68.45% (+3.2%)
1% more funds holding
Funds holding: 78 → 79 (+1)
2% more capital invested
Capital invested by funds: $550M → $563M (+$13.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.02M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$7.05M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$5.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.47M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$7.69M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.59M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.39M |
| 4 |
Morgan Stanley
New York
|
-$1.99M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Rockefeller Capital Management
New York
| $8K | – | – | – |
|
|
CAL
77
Capital Advisors Ltd
Shaker Heights,
Ohio
| $4K | – | – | – |
|
|
GRP
78
Global Retirement Partners
San Rafael,
California
| $3.85K | +$66 | +1 | +2% |
|
79
BlackRock
New York
| $607 | – | – | – |
|
|
WIM
80
Westside Investment Management
Santa Monica,
California
| $6 | – | – | – |
|
|
SPC
81
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$3.39M | -52,859 | Closed |
|
|
RPGK
82
Retirement Planning Group (Kansas)
Leawood,
Kansas
| – | -$1.19M | -18,477 | Closed |
|
|
CAG
83
Csenge Advisory Group
Clearwater,
Florida
| – | -$444K | -6,916 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$275K | -4,281 | Closed |
|
|
FZCM
85
Flynn Zito Capital Management
Garden City,
New York
| – | -$224K | -3,497 | Closed |
|
|
IBOK
86
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$38K | -600 | Closed |
|
87
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3K | -39 | Closed |
|
CFO Hedge Fund Activity: Q4 2022 in Review
79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2022, worth a combined $563M — up 2.4% from $550M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFO positions and 7 closed out — a net gain of 2 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.02M. The largest seller was Creative Planning, cutting an estimated $7.69M.
- 79 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2022, up from 78 in Q3 2022.
- Funds reported $563M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2022, up 2.4% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2022 and 7 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2022 was Wells Fargo, an estimated $9.02M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2022 was Creative Planning, an estimated $7.69M sold.
Based on aggregated 13F filings for Q4 2022.