VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
81 hedge funds and large institutions have $444M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 79 → 81 (+2)
7.44% less ownership
Funds ownership: 68.45% → 61.01% (-7.4%)
21% less capital invested
Capital invested by funds: $563M → $444M (-$119M)
43% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 37
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.13M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$836K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$824K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$21.8M |
| 2 |
Morgan Stanley
New York
|
-$12.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.98M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ahrens Investment Partners
Lafayette,
Louisiana
| $12.5K | +$12.6K | +200 | New |
|
|
AWM
77
Aspire Wealth Management
Waltham,
Massachusetts
| $11.9K | -$126 | -2 | -1% |
|
|
BAAM
78
Baker Avenue Asset Management
San Francisco,
California
| $8.85K | +$8.96K | +142 | New |
|
|
WIM
79
Westside Investment Management
Santa Monica,
California
| $5.98K | – | – | – |
|
80
AssetMark Inc
Concord,
California
| $5.42K | +$5.49K | +87 | New |
|
|
CAL
81
Capital Advisors Ltd
Shaker Heights,
Ohio
| $4K | – | – | – |
|
|
SS
82
Sunbelt Securities
Houston,
Texas
| $1.97K | +$2.02K | +32 | New |
|
|
EP
83
Eudaimonia Partners
Winchester,
Tennessee
| – | -$932K | -14,555 | Closed |
|
84
Jane Street
New York
| – | -$266K | -4,163 | Closed |
|
|
BFA
85
BMS Financial Advisors
Rapid City,
South Dakota
| – | -$202K | -2,600 | Closed |
|
|
BWA
86
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$81.1K | -1,267 | Closed |
|
|
GI
87
Gradient Investments
Arden Hills,
Minnesota
| – | -$53.7K | -839 | Closed |
|
88
Rockefeller Capital Management
New York
| – | -$8K | -129 | Closed |
|
89
BlackRock
New York
| – | -$607 | -9 | Closed |
|
CFO Hedge Fund Activity: Q1 2023 in Review
81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2023, worth a combined $444M — down 21% from $563M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CFO positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 37 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.13M. The largest seller was Sweet Financial Partners, cutting an estimated $21.8M.
- 81 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2023, up from 79 in Q4 2022.
- Funds reported $444M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2023, down 21% quarter-over-quarter.
- 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $2.13M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2023 was Sweet Financial Partners, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2023.