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VictoryShares US 500 Enhanced Volatility Wtd ETF

64 hedge funds and large institutions have $497M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $416M → $497M (+$81.7M)

10% more funds holding

Funds holding: 5864 (+6)

2.9% more ownership

Funds ownership: 55.1%58% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
31
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$90.6M +$18.9M +292,136 +28%
LPL Financial
2
LPL Financial
California
$77.5M +$11.1M +171,648 +17%
Morgan Stanley
3
Morgan Stanley
New York
$48.3M -$1.91M -29,487 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.9M +$1.76M +27,256 +7%
Ameriprise
5
Ameriprise
Minnesota
$24.6M +$9.3M +143,905 +68%
KFGK
6
Keystone Financial Group (Kentucky)
Kentucky
$20.8M +$528K +8,162 +3%
Bank of America
7
Bank of America
North Carolina
$20.6M -$2.22M -34,383 -10%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$19.7M -$66.6K -1,030 -0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.1M +$727K +11,239 +4%
Stifel Financial
10
Stifel Financial
Missouri
$16.7M +$473K +7,322 +3%
Wells Fargo
11
Wells Fargo
California
$15.7M +$759K +11,737 +5%
PAG
12
Private Advisor Group
New Jersey
$12.7M +$912K +14,104 +8%
RJA
13
Raymond James & Associates
Florida
$11.4M -$1.34M -20,737 -11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.4M -$904K -13,991 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.79M -$943K -14,587 -9%
IWC
16
Integrated Wealth Concepts
Massachusetts
$9.07M -$491K -7,602 -5%
UBS Group
17
UBS Group
Switzerland
$8.76M +$583K +9,013 +7%
NA
18
NewEdge Advisors
Louisiana
$6.02M +$603K +9,326 +12%
HI
19
Harbour Investments
Wisconsin
$4.04M +$3.89M +60,179 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.11M +$1.19M +18,478 +66%
Citadel Advisors
21
Citadel Advisors
Florida
$2.69M +$2.59M +40,053 New
IA
22
IFP Advisors
Florida
$2.67M -$279K -4,320 -10%
CAN
23
Cetera Advisor Networks
California
$2.52M +$287K +4,440 +13%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.37M +$4.33K +67 +0.2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.34M -$154K -2,385 -6%

CFO Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2021, worth a combined $497M — up 20% from $416M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CFO positions and 1 closed out — a net gain of 6 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $2.22M.

  • 64 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $497M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 7 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2021 and 1 closed out, a net change of +6 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $18.9M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2021 was Bank of America, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2021.