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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

CIZ was delisted on the 23rd of October, 2024.

20 hedge funds and large institutions have $16.6M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

10% less capital invested

Capital invested by funds: $18.4M → $16.6M (-$1.86M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.09M -$1.42M -49,312 -22%
Victory Capital Management
2
Victory Capital Management
Texas
$3.79M +$15.9K +554 +0.4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.98M +$413K +14,374 +26%
Stifel Financial
4
Stifel Financial
Missouri
$1.04M +$625K +21,780 +149%
Jane Street
5
Jane Street
New York
$1.03M -$2.24M -77,977 -68%
SWP
6
Stratos Wealth Partners
Ohio
$701K +$385K +13,407 +120%
Morgan Stanley
7
Morgan Stanley
New York
$631K +$407K +14,172 +177%
CWM
8
Cornerstone Wealth Management
Missouri
$619K +$624K +21,725 New
FHC
9
First Heartland Consultants
Missouri
$542K -$78.6K -2,739 -13%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$477K +$29 +1 +0%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$355K +$26.2K +914 +8%
Bank of America
12
Bank of America
North Carolina
$88K +$55.6K +1,938 +169%
Wells Fargo
13
Wells Fargo
California
$71K +$71.8K +2,500 New
AG
14
Advisor Group
Arizona
$51K +$38.6K +1,346 +298%
UBS Group
15
UBS Group
Switzerland
$29K +$25K +871 +558%
BIG
16
Bellwether Investment Group
Tennessee
$25K +$25.1K +875 New
MFS
17
MSI Financial Services
Massachusetts
$18K
WA
18
WFG Advisors
Texas
$14K
AIM
19
Advantage Investment Management
Iowa
$8K
NFG
20
Next Financial Group
Texas
$8K
IA
21
IFP Advisors
Florida
-$36K -1,210 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$9K -301 Closed

CIZ Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q4 2016, worth a combined $16.6M — down 10% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CIZ positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Stifel Financial, adding an estimated $625K. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 20 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q4 2016, up from 19 in Q3 2016.
  • Funds reported $16.6M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q4 2016, down 10% quarter-over-quarter.
  • 3 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q4 2016 and 2 closed out, a net change of +1 holder.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q4 2016 was Stifel Financial, an estimated $625K added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q4 2016 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2016.