VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
11 hedge funds and large institutions have $20.8M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.
120% more funds holding
Funds holding: 5 → 11 (+6)
33% more capital invested
Capital invested by funds: $15.6M → $20.8M (+$5.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.57M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$803K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$230K |
| 5 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
+$196K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
1
National Planning Corporation
El Segundo,
California
| $14.5M | +$155K | +4,383 | +1% |
|
|
2
LPL Financial
San Diego,
California
| $3.32M | +$1.57M | +44,399 | +96% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.14M | +$1.1M | +31,079 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $834K | +$803K | +22,740 | New |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $419K | +$156K | +4,418 | +63% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $238K | +$230K | +6,500 | New |
|
|
CBU
7
CIBC Bank USA
Chicago,
Illinois
| $203K | +$196K | +5,550 | New |
|
|
AIM
8
Advantage Investment Management
Cedar Rapids,
Iowa
| $127K | +$122K | +3,456 | New |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $11K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $5K | +$3.64K | +103 | +381% |
|
11
Parallax Volatility Advisers
San Francisco,
California
| – | +$35 | +1 | New |
|
CFO Hedge Fund Activity: Q4 2014 in Review
11 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2014, worth a combined $20.8M — up 33% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CFO positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.57M.
- 11 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2014, up from 5 in Q3 2014.
- Funds reported $20.8M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2014, up 33% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2014 and 0 closed out, a net change of +6 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2014 was LPL Financial, an estimated $1.57M added.
Based on aggregated 13F filings for Q4 2014.