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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

22 hedge funds and large institutions have $65.9M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

18% more capital invested

Capital invested by funds: $55.7M → $65.9M (+$10.2M)

8% less funds holding

Funds holding: 2422 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$17.6M +$662K +19,860 +4%
Morgan Stanley
2
Morgan Stanley
New York
$13.6M +$3.63M +108,703 +37%
Bank of America
3
Bank of America
North Carolina
$13.3M +$1.85M +55,327 +17%
Victory Capital Management
4
Victory Capital Management
Texas
$4.1M -$214K -6,407 -5%
LPL Financial
5
LPL Financial
California
$3.62M +$500K +14,992 +16%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$2.7M +$29.5K +885 +1%
Stifel Financial
7
Stifel Financial
Missouri
$2.48M +$155K +4,654 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.62M +$292K +8,743 +23%
RJA
9
Raymond James & Associates
Florida
$1.58M +$1.07M +32,013 +221%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.11M +$90.7K +2,718 +9%
CWM
11
Cornerstone Wealth Management
Missouri
$1.08M +$230K +6,907 +28%
NA
12
NewEdge Advisors
Louisiana
$897K +$2.3K +69 +0.3%
FHC
13
First Heartland Consultants
Missouri
$486K -$76.9K -2,305 -14%
Ameriprise
14
Ameriprise
Minnesota
$414K +$34.1K +1,021 +9%
CG
15
Caprock Group
Idaho
$388K
NFG
16
Next Financial Group
Texas
$219K +$23K +690 +12%
SI
17
SII Investments
Wisconsin
$212K +$207K +6,208 New
SG
18
StoneX Group
New York
$202K -$38.3K -1,148 -16%
AG
19
Advisor Group
Arizona
$110K +$21.4K +641 +25%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$60K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$43K -$26.6K -796 -38%
IA
22
IFP Advisors
Florida
$34K +$32.9K +985 New
Jane Street
23
Jane Street
New York
-$585K -17,952 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$359K -11,016 Closed
AIM
25
Advantage Investment Management
Iowa
-$9K -280 Closed

CIZ Hedge Fund Activity: Q3 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q3 2017, worth a combined $65.9M — up 18% from $55.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CIZ and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $3.63M. The largest seller was Jane Street, exiting entirely with an estimated $585K sold.

  • 22 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q3 2017, down from 24 in Q2 2017.
  • Funds reported $65.9M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 2 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q3 2017 and 3 closed out, a net change of -1 holder.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q3 2017 was Morgan Stanley, an estimated $3.63M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q3 2017 was Jane Street, an estimated $585K sold.

Based on aggregated 13F filings for Q3 2017.