VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
76 hedge funds and large institutions have $408M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 38 reducing their positions, and 10 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.23% less ownership
Funds ownership: 61.01% → 60.78% (-0.23%)
6% less funds holding
Funds holding: 81 → 76 (-5)
8% less capital invested
Capital invested by funds: $444M → $408M (-$35.5M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
50% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.66M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$2.25M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.73M |
| 4 |
Jane Street
New York
|
+$1.05M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$911K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$18.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.45M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$6.52M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
76
Capital Advisors Ltd
Shaker Heights,
Ohio
| $4K | – | – | – |
|
|
SS
77
Sunbelt Securities
Houston,
Texas
| $1.97K | – | – | – |
|
|
FA
78
FDx Advisors
Chicago,
Illinois
| – | -$18.2M | -284,002 | Closed |
|
|
PWM
79
Perigon Wealth Management
San Francisco,
California
| – | -$2.71M | -43,526 | Closed |
|
|
AI
80
Atria Investments
Charlotte,
North Carolina
| – | -$1.68M | -26,946 | Closed |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$1.12M | -18,001 | Closed |
|
|
SI
82
Stephens Inc
Little Rock,
Arkansas
| – | -$383K | -6,147 | Closed |
|
|
AAS
83
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$67K | -1,074 | Closed |
|
84
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$32.5K | -521 | Closed |
|
|
BAM
85
Belpointe Asset Management
Reno,
Nevada
| – | -$14.3K | -230 | Closed |
|
|
BAAM
86
Baker Avenue Asset Management
San Francisco,
California
| – | -$8.85K | -142 | Closed |
|
87
AssetMark Inc
Concord,
California
| – | -$5.42K | -87 | Closed |
|
CFO Hedge Fund Activity: Q2 2023 in Review
76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2023, worth a combined $408M — down 8% from $444M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CFO and 6 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 19 added.
The largest buyer was Wells Fargo, adding an estimated $2.66M. The largest seller was FDx Advisors, exiting entirely with an estimated $18.2M sold.
- 76 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2023, down from 81 in Q1 2023.
- Funds reported $408M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2023, down 8% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2023 was Wells Fargo, an estimated $2.66M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2023 was FDx Advisors, an estimated $18.2M sold.
Based on aggregated 13F filings for Q2 2023.