We are live on ! Find out more
CFO icon

VictoryShares US 500 Enhanced Volatility Wtd ETF

71 hedge funds and large institutions have $276M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.07%59.17% (+0.09%)

1% less funds holding

Funds holding: 7271 (-1)

5% less capital invested

Capital invested by funds: $292M → $276M (-$15.9M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

77% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 44

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.6M -$5.89M -94,326 -19%
Morgan Stanley
2
Morgan Stanley
New York
$24.4M -$34.1M -545,903 -60%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$23.7M -$1.04M -16,683 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.3M -$404K -6,479 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$22.1M +$20.9M +334,955 New
CAN
6
Cetera Advisor Networks
California
$22.1M +$3.31M +52,976 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.2M -$898K -14,397 -6%
Bank of America
8
Bank of America
North Carolina
$12.4M -$485K -7,769 -4%
Stifel Financial
9
Stifel Financial
Missouri
$12M -$136K -2,172 -1%
Wells Fargo
10
Wells Fargo
California
$8.75M +$13.5K +216 +0.2%
MG
11
Mather Group
Illinois
$8.57M -$202K -3,233 -2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$8.48M -$289K -4,630 -3%
UBS Group
13
UBS Group
Switzerland
$7.29M -$303K -4,861 -4%
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$7.16M +$40.5K +649 +0.6%
Creative Planning
15
Creative Planning
Kansas
$6.07M -$371K -5,941 -6%
IF
16
Intrua Financial
Texas
$4.24M -$1.42M -22,817 -26%
MCC
17
Money Concepts Capital
Florida
$3.62M -$940K -15,063 -22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.17M -$1.15M -18,403 -28%
Ameriprise
19
Ameriprise
Minnesota
$3.07M -$4.12M -66,076 -59%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M +$23.5K +377 +0.8%
PAG
21
Private Advisor Group
New Jersey
$2.08M -$216K -3,457 -10%
NA
22
NewEdge Advisors
Louisiana
$2M -$92K -1,475 -5%
AWS
23
Atria Wealth Solutions
New York
$1.92M -$74.6K -1,195 -4%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M +$2.5K +40 +0.1%
Citadel Advisors
25
Citadel Advisors
Florida
$1.78M -$2.01M -32,142 -54%

CFO Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q1 2024, worth a combined $276M — down 5.4% from $292M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 10 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $20.9M. The largest seller was Morgan Stanley, cutting an estimated $34.1M.

  • 71 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q1 2024, down from 72 in Q4 2023.
  • Funds reported $276M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $20.9M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2024.