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VictoryShares US 500 Enhanced Volatility Wtd ETF

77 hedge funds and large institutions have $681M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6.84% more ownership

Funds ownership: 60.05%66.89% (+6.8%)

6% more capital invested

Capital invested by funds: $641M → $681M (+$39.3M)

3% more funds holding

Funds holding: 7577 (+2)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
26
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$98.9M +$608K +8,307 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$52M -$244K -3,335 -0.5%
Creative Planning
3
Creative Planning
Kansas
$45.5M -$1.85M -25,288 -4%
SOS
4
Silver Oak Securities
Tennessee
$45.2M +$45.1M +615,809 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M +$10.3M +140,188 +30%
SFP
6
Sweet Financial Partners
Minnesota
$33.4M -$3.07M -41,919 -8%
KFGK
7
Keystone Financial Group (Kentucky)
Kentucky
$29.6M +$1.25M +17,123 +4%
Ameriprise
8
Ameriprise
Minnesota
$26.4M -$3.32M -45,340 -11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$24.7M +$1.01M +13,815 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.5M -$1.79M -24,419 -7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$23.1M +$304K +4,146 +1%
Wells Fargo
12
Wells Fargo
California
$22.2M +$5.96M +81,396 +37%
Stifel Financial
13
Stifel Financial
Missouri
$21.3M +$211K +2,883 +1%
Bank of America
14
Bank of America
North Carolina
$20.2M -$582K -7,946 -3%
FA
15
FDx Advisors
Illinois
$16.7M -$3.88M -53,055 -19%
RJA
16
Raymond James & Associates
Florida
$14.7M -$323K -4,405 -2%
MCC
17
Money Concepts Capital
Florida
$13.8M +$9.11M +124,436 +200%
PAG
18
Private Advisor Group
New Jersey
$12.3M -$223K -3,042 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$10.9M -$199K -2,714 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.7M -$146K -1,993 -1%
UBS Group
21
UBS Group
Switzerland
$10.2M +$147K +2,001 +1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$9.87M +$87.6K +1,197 +0.9%
WEG
23
World Equity Group
Illinois
$5.96M +$5.89M +80,474 New
IA
24
IFP Advisors
Florida
$5.88M +$4.33M +59,166 +100%
PWM
25
Perigon Wealth Management
California
$5.05M +$60.3K +824 +1%

CFO Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2022, worth a combined $681M — up 6.1% from $641M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CFO positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $10.3M. The largest seller was FDx Advisors, cutting an estimated $3.88M.

  • 77 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $681M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2022 and 5 closed out, a net change of +4 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $10.3M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2022 was FDx Advisors, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2022.