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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

33 hedge funds and large institutions have $113M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

36% more capital invested

Capital invested by funds: $83.7M → $113M (+$29.7M)

14% more funds holding

Funds holding: 2933 (+4)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.7M +$720K +20,173 +4%
Bank of America
2
Bank of America
North Carolina
$19.7M +$2.51M +70,469 +14%
Morgan Stanley
3
Morgan Stanley
New York
$18.8M +$2.86M +80,041 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.8M +$11.4M +318,142 +1,742%
Victory Capital Management
5
Victory Capital Management
Texas
$6M -$31.8K -891 -0.5%
RJA
6
Raymond James & Associates
Florida
$5.35M +$1.41M +39,558 +35%
LPL Financial
7
LPL Financial
California
$5.15M +$1.76M +49,371 +51%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.02M +$603K +16,886 +25%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.97M +$154K +4,323 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$2.95M +$2.48M +69,402 +483%
Stifel Financial
11
Stifel Financial
Missouri
$2.9M +$240K +6,725 +9%
Ameriprise
12
Ameriprise
Minnesota
$2.1M +$1.62M +45,345 +315%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.56M +$56.3K +1,577 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.41M +$138K +3,877 +11%
CWM
15
Cornerstone Wealth Management
Missouri
$1.3M +$79.1K +2,216 +6%
KFGK
16
Keystone Financial Group (Kentucky)
Kentucky
$1.27M +$507K +14,195 +63%
NA
17
NewEdge Advisors
Louisiana
$1.16M +$168K +4,708 +16%
Jane Street
18
Jane Street
New York
$1.15M +$1.17M +32,762 New
Deutsche Bank
19
Deutsche Bank
Germany
$972K +$986K +27,636 New
BTS
20
BB&T Securities
Virginia
$591K +$340K +9,528 +131%
JP Morgan Chase
21
JP Morgan Chase
New York
$445K +$91.7K +2,571 +26%
SG
22
StoneX Group
New York
$442K +$194K +5,429 +76%
CG
23
Caprock Group
Idaho
$416K
AG
24
Advisor Group
Arizona
$411K +$317K +8,875 +317%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$408K +$81.9K +2,296 +25%

CIZ Hedge Fund Activity: Q1 2018 in Review

33 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q1 2018, worth a combined $113M — up 36% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CIZ positions and 1 closed out — a net gain of 4 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $11.4M. The largest seller was Victory Capital Management, cutting an estimated $31.8K.

  • 33 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q1 2018, up from 29 in Q4 2017.
  • Funds reported $113M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q1 2018, up 36% quarter-over-quarter.
  • 5 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q1 2018 and 1 closed out, a net change of +4 holders.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q1 2018 was Commonwealth Equity Services, an estimated $11.4M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q1 2018 was Victory Capital Management, an estimated $31.8K sold.

Based on aggregated 13F filings for Q1 2018.