VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
70 hedge funds and large institutions have $243M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 7 closing their positions.
5% more capital invested
Capital invested by funds: $231M → $243M (+$12M)
1.24% more ownership
Funds ownership: 53.65% → 54.89% (+1.2%)
1% less funds holding
Funds holding: 71 → 70 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
36% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$6.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$462K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$330K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$264K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$4.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.23M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.88M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.14M |
| 5 |
Jane Street
New York
|
-$823K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
76
International Assets Investment Management
Orlando,
Florida
| – | -$49K | -763 | Closed |
|
|
PTC
77
Private Trust Company
Cleveland,
Ohio
| – | -$7.26K | -113 | Closed |
|
78
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3.21K | -50 | Closed |
|
CFO Hedge Fund Activity: Q3 2024 in Review
70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2024, worth a combined $243M — up 5.2% from $231M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 18 added.
The largest buyer was Keystone Financial Group (Kentucky), opening a new position worth an estimated $6.48M. The largest seller was Mather Group, cutting an estimated $4.39M.
- 70 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2024, down from 71 in Q2 2024.
- Funds reported $243M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2024 was Keystone Financial Group (Kentucky), an estimated $6.48M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2024 was Mather Group, an estimated $4.39M sold.
Based on aggregated 13F filings for Q3 2024.