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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

29 hedge funds and large institutions have $83.7M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

32% more funds holding

Funds holding: 2229 (+7)

27% more capital invested

Capital invested by funds: $65.9M → $83.7M (+$17.8M)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
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
$18.9M +$699K +20,209 +4%
Bank of America
2
Bank of America
North Carolina
$17.1M +$3.41M +98,543 +25%
Morgan Stanley
3
Morgan Stanley
New York
$15.9M +$1.83M +52,959 +13%
Victory Capital Management
4
Victory Capital Management
Texas
$6.01M +$1.76M +50,882 +42%
RJA
5
Raymond James & Associates
Florida
$3.94M +$2.28M +65,843 +142%
LPL Financial
6
LPL Financial
California
$3.4M -$321K -9,275 -9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$2.81M +$22.9K +663 +0.8%
Stifel Financial
8
Stifel Financial
Missouri
$2.66M +$89.3K +2,585 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.41M +$735K +21,252 +45%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.57M +$1.5M +43,498 New
CWM
11
Cornerstone Wealth Management
Missouri
$1.28M +$124K +3,577 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.27M +$121K +3,497 +11%
NA
13
NewEdge Advisors
Louisiana
$1.04M +$87.8K +2,540 +10%
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$816K +$783K +22,654 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$641K +$631K +18,259 New
Ameriprise
16
Ameriprise
Minnesota
$505K +$77.5K +2,242 +18%
Citadel Advisors
17
Citadel Advisors
Florida
$505K +$496K +14,361 New
CG
18
Caprock Group
Idaho
$432K +$14.6K +423 +4%
FHC
19
First Heartland Consultants
Missouri
$404K -$95.6K -2,766 -19%
JP Morgan Chase
20
JP Morgan Chase
New York
$353K +$348K +10,057 New
SI
21
SII Investments
Wisconsin
$328K +$109K +3,161 +51%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$326K +$321K +9,282 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$307K +$242K +7,000 +400%
BTS
24
BB&T Securities
Virginia
$255K +$252K +7,281 New
SG
25
StoneX Group
New York
$250K +$41.1K +1,190 +20%

CIZ Hedge Fund Activity: Q4 2017 in Review

29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q4 2017, worth a combined $83.7M — up 27% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CIZ positions and 1 closed out — a net gain of 7 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $3.41M. The largest seller was LPL Financial, cutting an estimated $321K.

  • 29 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $83.7M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q4 2017, up 27% quarter-over-quarter.
  • 8 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q4 2017 and 1 closed out, a net change of +7 holders.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q4 2017 was Bank of America, an estimated $3.41M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q4 2017 was LPL Financial, an estimated $321K sold.

Based on aggregated 13F filings for Q4 2017.