VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
70 hedge funds and large institutions have $337M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 46 reducing their positions, and 11 closing their positions.
1.84% less ownership
Funds ownership: 60.78% → 58.94% (-1.8%)
8% less funds holding
Funds holding: 76 → 70 (-6)
17% less capital invested
Capital invested by funds: $408M → $337M (-$71.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
70% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$996K |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$752K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12M |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$6.77M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.04M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.11M |
| 5 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$3.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPGK
76
Retirement Planning Group (Kansas)
Leawood,
Kansas
| – | -$912K | -14,808 | Closed |
|
|
GIA
77
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$267K | -4,336 | Closed |
|
|
BC
78
Bowman & Company
Oshkosh,
Wisconsin
| – | -$266K | -4,322 | Closed |
|
79
MML Investors Services
Springfield,
Massachusetts
| – | -$230K | -3,735 | Closed |
|
|
FHC
80
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$203K | -3,295 | Closed |
|
|
NSIM
81
North Star Investment Management
Chicago,
Illinois
| – | -$32.8K | -532 | Closed |
|
|
WIM
82
Westside Investment Management
Santa Monica,
California
| – | -$5.92K | -96 | Closed |
|
CFO Hedge Fund Activity: Q3 2023 in Review
70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2023, worth a combined $337M — down 17% from $408M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CFO and 6 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 14 added.
The largest buyer was Cetera Advisor Networks, adding an estimated $3.29M. The largest seller was Royal Bank of Canada, cutting an estimated $12M.
- 70 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2023, down from 76 in Q2 2023.
- Funds reported $337M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2023 and 11 closed out, a net change of -5 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $3.29M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2023.