VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
62 hedge funds and large institutions have $545M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.
352% more capital inflows, than outflows
Capital inflows: $22.7M | Capital outflows: $5.03M
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
0.06% more ownership
Funds ownership: 58% → 58.06% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 64 → 62 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.98M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.02M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.83M |
| 4 |
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$1.95M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$932K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$810K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$713K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$546K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$390K |
CFO Hedge Fund Activity: Q2 2021 in Review
62 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2021, worth a combined $545M — up 9.5% from $497M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CFO and 3 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 29 added.
The largest buyer was LPL Financial, adding an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $932K.
- 62 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2021, down from 64 in Q1 2021.
- Funds reported $545M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
- 3 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2021 was LPL Financial, an estimated $4.98M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2021 was Morgan Stanley, an estimated $932K sold.
Based on aggregated 13F filings for Q2 2021.