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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

24 hedge funds and large institutions have $55.7M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

51% more capital invested

Capital invested by funds: $37M → $55.7M (+$18.7M)

26% more funds holding

Funds holding: 1924 (+5)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.2M +$6.22M +195,365 +64%
Bank of America
2
Bank of America
North Carolina
$10.9M +$4.99M +156,721 +88%
Morgan Stanley
3
Morgan Stanley
New York
$9.52M +$3.77M +118,418 +68%
Victory Capital Management
4
Victory Capital Management
Texas
$4.13M +$26.9K +844 +0.7%
LPL Financial
5
LPL Financial
California
$2.97M -$2.56M -80,340 -47%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$2.56M +$828K +26,014 +50%
Stifel Financial
7
Stifel Financial
Missouri
$2.23M +$322K +10,108 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.26M +$283K +8,905 +30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$974K +$131K +4,110 +16%
NA
10
NewEdge Advisors
Louisiana
$848K +$836K +26,264 New
CWM
11
Cornerstone Wealth Management
Missouri
$805K +$13.3K +417 +2%
Jane Street
12
Jane Street
New York
$585K +$571K +17,952 New
FHC
13
First Heartland Consultants
Missouri
$540K -$45.2K -1,421 -8%
RJA
14
Raymond James & Associates
Florida
$473K +$462K +14,514 New
CG
15
Caprock Group
Idaho
$371K +$363K +11,400 New
Ameriprise
16
Ameriprise
Minnesota
$362K +$31.3K +984 +10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$359K +$351K +11,016 New
SG
18
StoneX Group
New York
$230K +$225K +7,074 New
NFG
19
Next Financial Group
Texas
$183K +$51.7K +1,625 +41%
AG
20
Advisor Group
Arizona
$84K +$25.1K +790 +44%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$68K -$509 -16 -0.8%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$57K
WA
23
WFG Advisors
Texas
$16K
AIM
24
Advantage Investment Management
Iowa
$9K
SWP
25
Stratos Wealth Partners
Ohio
-$812K -26,470 Closed

CIZ Hedge Fund Activity: Q2 2017 in Review

24 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q2 2017, worth a combined $55.7M — up 51% from $37M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CIZ positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $6.22M. The largest seller was LPL Financial, cutting an estimated $2.56M.

  • 24 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q2 2017, up from 19 in Q1 2017.
  • Funds reported $55.7M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q2 2017, up 51% quarter-over-quarter.
  • 6 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q2 2017 and 1 closed out, a net change of +5 holders.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q2 2017 was UBS Group, an estimated $6.22M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q2 2017 was LPL Financial, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2017.