VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
39 hedge funds and large institutions have $334M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $288M → $334M (+$45.6M)
3% more funds holding
Funds holding: 38 → 39 (+1)
0.25% more ownership
Funds ownership: 56.97% → 57.23% (+0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.36M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.63M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.11M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.56M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.89M |
| 4 |
Jane Street
New York
|
-$3.52M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.04M |
CFO Hedge Fund Activity: Q4 2017 in Review
39 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2017, worth a combined $334M — up 16% from $288M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CFO positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $9.11M sold.
- 39 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2017, up from 38 in Q3 2017.
- Funds reported $334M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2017, up 16% quarter-over-quarter.
- 5 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2017 and 4 closed out, a net change of +1 holder.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2017 was Morgan Stanley, an estimated $12.4M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $9.11M sold.
Based on aggregated 13F filings for Q4 2017.