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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

19 hedge funds and large institutions have $37M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more capital invested

Capital invested by funds: $16.6M → $37M (+$20.5M)

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5% less funds holding

Funds holding: 2019 (-1)

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.3M +$8.94M +302,104 +29,416%
Bank of America
2
Bank of America
North Carolina
$5.43M +$5.15M +174,126 +5,648%
Morgan Stanley
3
Morgan Stanley
New York
$5.33M +$4.49M +151,542 +684%
LPL Financial
4
LPL Financial
California
$5.24M -$207K -7,008 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$3.86M -$213K -7,183 -5%
Stifel Financial
6
Stifel Financial
Missouri
$1.79M +$651K +21,977 +60%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.61M +$1.55M +52,465 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$916K +$516K +17,419 +140%
SWP
9
Stratos Wealth Partners
Ohio
$812K +$55.3K +1,867 +8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$791K -$1.3M -43,757 -63%
CWM
11
Cornerstone Wealth Management
Missouri
$749K +$82.1K +2,772 +13%
FHC
12
First Heartland Consultants
Missouri
$552K -$30.8K -1,040 -5%
Ameriprise
13
Ameriprise
Minnesota
$311K +$300K +10,141 New
NFG
14
Next Financial Group
Texas
$126K +$110K +3,710 +1,279%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$64K -$410K -13,854 -87%
AG
16
Advisor Group
Arizona
$55K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$54K +$51.8K +1,750 New
WA
18
WFG Advisors
Texas
$15K
AIM
19
Advantage Investment Management
Iowa
$9K
Jane Street
20
Jane Street
New York
-$1.03M -36,104 Closed
Wells Fargo
21
Wells Fargo
California
-$71K -2,500 Closed
BIG
22
Bellwether Investment Group
Tennessee
-$25K -875 Closed

CIZ Hedge Fund Activity: Q1 2017 in Review

19 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q1 2017, worth a combined $37M — up 124% from $16.6M a quarter earlier.

Fund positioning in CIZ was balanced in Q1 2017: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $8.94M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.3M.

  • 19 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q1 2017, down from 20 in Q4 2016.
  • Funds reported $37M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q1 2017, up 124% quarter-over-quarter.
  • 3 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q1 2017 and 3 closed out, a net change of 0 holders.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q1 2017 was UBS Group, an estimated $8.94M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q1 2017 was Cambridge Investment Research Advisors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2017.