VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
51 hedge funds and large institutions have $472M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
460% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
41% more capital invested
Capital invested by funds: $334M → $472M (+$138M)
31% more funds holding
Funds holding: 39 → 51 (+12)
1.05% more ownership
Funds ownership: 57.23% → 58.28% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.6M |
| 3 |
Morgan Stanley
New York
|
+$17.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.67M |
| 2 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
-$212K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$32.1K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$16.7K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.12K |
CFO Hedge Fund Activity: Q1 2018 in Review
51 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2018, worth a combined $472M — up 41% from $334M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CFO positions and 2 closed out — a net gain of 12 holders — while 28 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $24.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $2.67M.
- 51 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2018, up from 39 in Q4 2017.
- Funds reported $472M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2018, up 41% quarter-over-quarter.
- 14 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2018 and 2 closed out, a net change of +12 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2018 was Bank of America, an estimated $24.6M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2018 was Cornerstone Wealth Management, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2018.