VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
CIZ was delisted on the 23rd of October, 2024.
12 hedge funds and large institutions have $21.6M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
107% more capital invested
Capital invested by funds: $10.4M → $21.6M (+$11.1M)
50% more funds holding
Funds holding: 8 → 12 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.02M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$3.69M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$373K |
| 4 |
Jane Street
New York
|
+$283K |
| 5 |
Morgan Stanley
New York
|
+$36.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $14.4M | +$8.02M | +250,824 | +127% |
|
|
2
Victory Capital Management
San Antonio,
Texas
| $3.6M | +$3.69M | +115,448 | +11,476% |
|
|
3
Jane Street
New York
| $1.44M | +$283K | +8,863 | +24% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $987K | -$1.26M | -39,353 | -56% |
|
|
FHC
5
First Heartland Consultants
Lake St. Louis,
Missouri
| $869K | +$373K | +11,670 | +73% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $78K | +$77.2K | +2,415 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | +$22.1K | +692 | +155% |
|
8
UBS Group
Zurich,
Switzerland
| $36K | +$36.3K | +1,136 | New |
|
|
9
Morgan Stanley
New York
| $36K | +$36.4K | +1,138 | New |
|
|
NFG
10
Next Financial Group
Houston,
Texas
| $30K | – | – | – |
|
|
WA
11
WFG Advisors
Dallas,
Texas
| $16K | +$16K | +500 | New |
|
|
AIM
12
Advantage Investment Management
Cedar Rapids,
Iowa
| $15K | – | – | – |
|
CIZ Hedge Fund Activity: Q4 2015 in Review
12 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q4 2015, worth a combined $21.6M — up 107% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CIZ positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.02M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.26M.
- 12 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q4 2015, up from 8 in Q3 2015.
- Funds reported $21.6M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q4 2015, up 107% quarter-over-quarter.
- 4 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q4 2015 and 0 closed out, a net change of +4 holders.
- The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q4 2015 was LPL Financial, an estimated $8.02M added.
- The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q4 2015 was Ladenburg Thalmann Financial Services, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2015.