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VictoryShares US 500 Enhanced Volatility Wtd ETF

70 hedge funds and large institutions have $243M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $231M → $243M (+$12M)

1.24% more ownership

Funds ownership: 53.65%54.89% (+1.2%)

1% less funds holding

Funds holding: 7170 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$26.6M +$232K +3,484 +0.9%
LPL Financial
2
LPL Financial
California
$25.9M -$635K -9,532 -3%
Morgan Stanley
3
Morgan Stanley
New York
$23.5M -$796K -11,959 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.5M -$3.2K -48 -0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.7M -$1.88M -28,216 -8%
Stifel Financial
6
Stifel Financial
Missouri
$13.3M +$330K +4,959 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.2M -$1.14M -17,069 -8%
Bank of America
8
Bank of America
North Carolina
$12.9M +$462K +6,944 +4%
Wells Fargo
9
Wells Fargo
California
$9.38M +$264K +3,967 +3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.91M -$360K -5,409 -5%
UBS Group
11
UBS Group
Switzerland
$6.94M +$165K +2,479 +3%
KFGK
12
Keystone Financial Group (Kentucky)
Kentucky
$6.79M +$6.48M +97,246 New
Creative Planning
13
Creative Planning
Kansas
$5.89M -$260K -3,911 -4%
MG
14
Mather Group
Illinois
$4.14M -$4.39M -65,861 -53%
IF
15
Intrua Financial
Texas
$4.09M -$36.7K -551 -0.9%
CA
16
Clearstead Advisors
Ohio
$3.24M +$40.4K +607 +1%
MCC
17
Money Concepts Capital
Florida
$2.73M -$592K -8,886 -19%
Ameriprise
18
Ameriprise
Minnesota
$2.36M -$71.2K -1,069 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.31M -$770K -11,565 -26%
NA
20
NewEdge Advisors
Louisiana
$1.93M -$25.1K -377 -1%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$1.89M -$12.1K -181 -0.7%
HI
22
Harbour Investments
Wisconsin
$1.58M -$240K -3,599 -14%
CA
23
Calton & Associates
Florida
$1.55M -$10.7K -161 -0.7%
PAG
24
Private Advisor Group
New Jersey
$1.41M -$33.2K -498 -2%
WEG
25
World Equity Group
Illinois
$1.39M +$1.53K +23 +0.1%

CFO Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2024, worth a combined $243M — up 5.2% from $231M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CFO and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 18 added.

The largest buyer was Keystone Financial Group (Kentucky), opening a new position worth an estimated $6.48M. The largest seller was Mather Group, cutting an estimated $4.39M.

  • 70 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2024, down from 71 in Q2 2024.
  • Funds reported $243M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 6 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2024 was Keystone Financial Group (Kentucky), an estimated $6.48M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2024 was Mather Group, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2024.