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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

36 hedge funds and large institutions have $153M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

34% more capital invested

Capital invested by funds: $113M → $153M (+$39.1M)

9% more funds holding

Funds holding: 3336 (+3)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cornerstone Wealth Management
Missouri
$37.2M +$42.2M +1,204,776 +3,203%
Bank of America
2
Bank of America
North Carolina
$21.1M +$2.27M +64,717 +12%
Morgan Stanley
3
Morgan Stanley
New York
$19.9M +$1.87M +53,497 +10%
UBS Group
4
UBS Group
Switzerland
$19.3M +$324K +9,243 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.8M +$361K +10,293 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$5.82M +$49K +1,398 +0.8%
LPL Financial
7
LPL Financial
California
$5.6M +$663K +18,934 +13%
Ameriprise
8
Ameriprise
Minnesota
$5M +$3.07M +87,736 +147%
RJA
9
Raymond James & Associates
Florida
$4.26M -$918K -26,198 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.35M +$455K +12,984 +15%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2.95M +$91.9K +2,624 +3%
Stifel Financial
12
Stifel Financial
Missouri
$2.86M +$70.6K +2,014 +2%
Deutsche Bank
13
Deutsche Bank
Germany
$1.81M +$899K +25,652 +93%
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$496K +14,165 +38%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.52M +$16.3K +466 +1%
Jane Street
16
Jane Street
New York
$1.4M +$302K +8,606 +26%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.39M +$36.1K +1,030 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$649K +$265K +7,551 +65%
VF
19
Virtu Financial
New York
$616K +$636K +18,154 New
BTS
20
BB&T Securities
Virginia
$607K +$39.2K +1,118 +7%
SG
21
StoneX Group
New York
$552K +$131K +3,748 +30%
JP Morgan Chase
22
JP Morgan Chase
New York
$433K +$4.8K +137 +1%
CG
23
Caprock Group
Idaho
$423K +$23.2K +662 +6%
AG
24
Advisor Group
Arizona
$396K
FHC
25
First Heartland Consultants
Missouri
$390K

CIZ Hedge Fund Activity: Q2 2018 in Review

36 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q2 2018, worth a combined $153M — up 34% from $113M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CIZ positions and 2 closed out — a net gain of 3 holders — while 24 added to existing stakes and 2 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $42.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.95M sold.

  • 36 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q2 2018, up from 33 in Q1 2018.
  • Funds reported $153M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q2 2018, up 34% quarter-over-quarter.
  • 5 funds opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q2 2018 and 2 closed out, a net change of +3 holders.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $42.2M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q2 2018 was Citadel Advisors, an estimated $2.95M sold.

Based on aggregated 13F filings for Q2 2018.