VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
72 hedge funds and large institutions have $264M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 45 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 70 → 72 (+2)
5.49% less ownership
Funds ownership: 58.94% → 53.45% (-5.5%)
22% less capital invested
Capital invested by funds: $337M → $264M (-$72.5M)
78% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 45
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.8M |
| 2 |
IF
Intrua Financial
Houston,
Texas
|
+$5.09M |
| 3 |
CA
Calton & Associates
Tampa,
Florida
|
+$1.33M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$816K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$788K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$31.1M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.65M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.91M |
CFO Hedge Fund Activity: Q4 2023 in Review
72 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q4 2023, worth a combined $264M — down 22% from $337M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFO positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 45 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $12.8M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $31.1M sold.
- 72 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q4 2023, up from 70 in Q3 2023.
- Funds reported $264M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q4 2023, down 22% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q4 2023 and 6 closed out, a net change of +3 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q4 2023 was Cetera Advisor Networks, an estimated $12.8M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q4 2023 was Silver Oak Securities, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2023.