VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
72 hedge funds and large institutions have $292M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 44 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 70 → 72 (+2)
0.13% more ownership
Funds ownership: 58.94% → 59.07% (+0.13%)
13% less capital invested
Capital invested by funds: $337M → $292M (-$44.7M)
75% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 44
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.3M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.8M |
| 3 |
IF
Intrua Financial
Houston,
Texas
|
+$5.09M |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
+$1.33M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$816K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$31.1M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.65M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$350K | -5,933 | Closed |
|
77
Mariner
Overland Park,
Kansas
| – | -$237K | -4,023 | Closed |
|
|
CBFP
78
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$233K | -3,951 | Closed |
|
|
WWM
79
Western Wealth Management
Golden,
Colorado
| – | -$205K | -3,486 | Closed |
|
CFO Hedge Fund Activity: Q4 2023 in Review
72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2023, worth a combined $292M — down 13% from $337M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFO positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $31.1M sold.
- 72 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2023, up from 70 in Q3 2023.
- Funds reported $292M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2023, down 13% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2023 and 6 closed out, a net change of +3 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2023 was Morgan Stanley, an estimated $24.3M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2023 was Silver Oak Securities, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2023.