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VictoryShares US 500 Enhanced Volatility Wtd ETF

81 hedge funds and large institutions have $444M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 7981 (+2)

7.44% less ownership

Funds ownership: 68.45%61.01% (-7.4%)

21% less capital invested

Capital invested by funds: $563M → $444M (-$119M)

43% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 37

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
21
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$48.8M -$3.34M -52,918 -6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.9M +$761K +12,059 +2%
SOS
3
Silver Oak Securities
Tennessee
$37.5M -$2.15M -34,142 -5%
Morgan Stanley
4
Morgan Stanley
New York
$35.9M -$12.7M -201,763 -26%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.7M +$824K +13,058 +3%
Stifel Financial
6
Stifel Financial
Missouri
$18.9M +$637K +10,095 +3%
FA
7
FDx Advisors
Illinois
$18.2M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17.3M -$3.53M -55,931 -17%
Bank of America
9
Bank of America
North Carolina
$15.5M +$52.9K +838 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$15.5M -$4.98M -79,000 -24%
Wells Fargo
11
Wells Fargo
California
$15.1M -$9.11M -144,377 -37%
UBS Group
12
UBS Group
Switzerland
$10.9M -$1.65M -26,093 -13%
MG
13
Mather Group
Illinois
$10.6M +$26.9K +426 +0.3%
PAG
14
Private Advisor Group
New Jersey
$9.73M +$105K +1,672 +1%
RJA
15
Raymond James & Associates
Florida
$9.63M -$1.3M -20,632 -12%
Creative Planning
16
Creative Planning
Kansas
$9.17M -$2.09M -33,084 -18%
IWC
17
Integrated Wealth Concepts
Massachusetts
$8.63M -$68.5K -1,085 -0.8%
SFP
18
Sweet Financial Partners
Minnesota
$7.27M -$21.8M -345,242 -75%
GIA
19
Gladstone Institutional Advisory
Florida
$6.87M +$728K +11,541 +12%
LWP
20
Lumature Wealth Partners
Georgia
$6.77M +$571K +9,056 +9%
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.67M +$456K +7,235 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.39M -$321K -5,084 -5%
FWA
23
Freedom Wealth Alliance
Wisconsin
$5.9M -$245K -3,878 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.7M -$2.81M -44,584 -33%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$3.17M -$74K -1,173 -2%

CFO Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2023, worth a combined $444M — down 21% from $563M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CFO positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 37 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.13M. The largest seller was Sweet Financial Partners, cutting an estimated $21.8M.

  • 81 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2023, up from 79 in Q4 2022.
  • Funds reported $444M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 10 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $2.13M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2023 was Sweet Financial Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2023.