VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
71 hedge funds and large institutions have $231M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0% more funds holding
Funds holding: 71 → 71 (0)
5.51% less ownership
Funds ownership: 59.17% → 53.65% (-5.5%)
16% less capital invested
Capital invested by funds: $276M → $231M (-$45M)
72% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$2.94M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.22M |
| 4 |
Jane Street
New York
|
+$440K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$7.16M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.96M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.46M |
| 4 |
Morgan Stanley
New York
|
-$1.38M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.29M |
CFO Hedge Fund Activity: Q2 2024 in Review
71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q2 2024, worth a combined $231M — down 16% from $276M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CFO positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 39 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $2.94M. The largest seller was Keystone Financial Group (Kentucky), exiting entirely with an estimated $7.16M sold.
- 71 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $231M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q2 2024, down 16% quarter-over-quarter.
- 9 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q2 2024 and 7 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $2.94M added.
- The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q2 2024 was Keystone Financial Group (Kentucky), an estimated $7.16M sold.
Based on aggregated 13F filings for Q2 2024.