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VictoryShares US 500 Enhanced Volatility Wtd ETF

67 hedge funds and large institutions have $236M invested in VictoryShares US 500 Enhanced Volatility Wtd ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $236M → $236M (-$564K)

0.59% less ownership

Funds ownership: 56.62%56.03% (-0.59%)

4% less funds holding

Funds holding: 7067 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

58% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 33

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$30.9M +$1.36M +18,712 +5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$30.5M +$637K +8,779 +2%
LPL Financial
3
LPL Financial
California
$25.3M -$474K -6,530 -2%
Morgan Stanley
4
Morgan Stanley
New York
$20.9M -$1.54M -21,171 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.3M +$495K +6,825 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.8M -$95.9K -1,321 -0.8%
Stifel Financial
7
Stifel Financial
Missouri
$12.4M -$2.58M -35,500 -17%
Bank of America
8
Bank of America
North Carolina
$10.5M -$1.19M -16,373 -10%
IWC
9
Integrated Wealth Concepts
Massachusetts
$7.75M -$186K -2,558 -2%
Wells Fargo
10
Wells Fargo
California
$7.09M -$575K -7,922 -8%
KFGK
11
Keystone Financial Group (Kentucky)
Kentucky
$5.89M -$145K -2,004 -2%
Creative Planning
12
Creative Planning
Kansas
$5.34M -$135K -1,854 -2%
IF
13
Intrua Financial
Texas
$4.45M +$67.6K +931 +2%
NA
14
NewEdge Advisors
Louisiana
$4.36M +$2.84M +39,058 +195%
MG
15
Mather Group
Illinois
$4.32M -$34.8K -479 -0.8%
CA
16
Clearstead Advisors
Ohio
$4.18M +$95.6K +1,317 +2%
UBS Group
17
UBS Group
Switzerland
$2.64M -$3.77M -52,001 -59%
MCC
18
Money Concepts Capital
Florida
$2.31M -$183K -2,516 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$1.83M -$551K -7,594 -23%
Ameriprise
20
Ameriprise
Minnesota
$1.81M -$431K -5,940 -19%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M -$22.6K -311 -1%
FCM
22
Family Capital Management
Michigan
$1.39M
BFS
23
BridgePort Financial Solutions
Iowa
$1.38M -$23.2K -320 -2%
Goldman Sachs
24
Goldman Sachs
New York
$1.31M +$67K +923 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.29M -$9.73K -134 -0.8%

CFO Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) for Q3 2025, worth a combined $236M — down 0.24% from $236M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CFO and 4 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 14 added.

The largest buyer was NewEdge Advisors, adding an estimated $2.84M. The largest seller was UBS Group, cutting an estimated $3.77M.

  • 67 institutional investors held VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) as of Q3 2025, down from 70 in Q2 2025.
  • Funds reported $236M of VictoryShares US 500 Enhanced Volatility Wtd ETF stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 4 funds opened new VictoryShares US 500 Enhanced Volatility Wtd ETF positions in Q3 2025 and 5 closed out, a net change of -1 holder.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $2.84M added.
  • The largest VictoryShares US 500 Enhanced Volatility Wtd ETF seller in Q3 2025 was UBS Group, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2025.