VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
58 hedge funds and large institutions have $416M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 6 closing their positions.
22% more capital invested
Capital invested by funds: $341M → $416M (+$74.5M)
1.84% more ownership
Funds ownership: 53.26% → 55.1% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
2% less funds holding
Funds holding: 59 → 58 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.73M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.11M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.07M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.53M |
| 2 |
Morgan Stanley
New York
|
-$1.51M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.39M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$974K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$862K |
CFO Hedge Fund Activity: Q4 2020 in Review
58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2020, worth a combined $416M — up 22% from $341M a quarter earlier.
Fund positioning in CFO was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.7M. The largest seller was Bank of America, cutting an estimated $2.53M.
- 58 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2020, down from 59 in Q3 2020.
- Funds reported $416M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2020 and 6 closed out, a net change of 0 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2020 was LPL Financial, an estimated $14.7M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2020 was Bank of America, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2020.