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CIZ

VictoryShares Developed Enhanced Volatility Wtd ETF

Delisted

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

20 hedge funds and large institutions have $35.8M invested in VictoryShares Developed Enhanced Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $27.4M → $35.8M (+$8.36M)

5% less funds holding

Funds holding: 2120 (-1)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1
Cetera Advisor Networks
California
$6.04M +$4.19M +145,061 +263%
Morgan Stanley
2
Morgan Stanley
New York
$5.15M +$1.48M +51,070 +43%
Bank of America
3
Bank of America
North Carolina
$3.35M +$129K +4,453 +4%
Jane Street
4
Jane Street
New York
$3.26M +$2.14M +74,182 +220%
FTUS
5
Flow Traders U.S.
New York
$3.2M +$745K +25,774 +32%
MG
6
Mather Group
Illinois
$2.92M -$168K -5,828 -6%
Ameriprise
7
Ameriprise
Minnesota
$2.62M -$1.03M -35,816 -29%
LPL Financial
8
LPL Financial
California
$1.89M -$101K -3,499 -5%
Stifel Financial
9
Stifel Financial
Missouri
$1.41M -$233K -8,056 -15%
Citadel Advisors
10
Citadel Advisors
Florida
$1.19M +$18.6K +645 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.08M +$424K +14,691 +70%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$888K +$260 +9 +0%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$713K -$156K -5,400 -19%
AWS
14
Atria Wealth Solutions
New York
$693K -$142K -4,905 -18%
NA
15
NewEdge Advisors
Louisiana
$569K -$15.3K -528 -3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$513K +$489K +16,940 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$211K -$75.1K -2,598 -27%
UBS Group
18
UBS Group
Switzerland
$85K -$313K -10,838 -79%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.9K -$148K -5,110 -91%
PTC
20
Private Trust Company
Ohio
$4.77K
HWM
21
Horizons Wealth Management
North Carolina
-$193K -6,643 Closed
Wells Fargo
22
Wells Fargo
California
-$3.46K -119 Closed

CIZ Hedge Fund Activity: Q4 2023 in Review

20 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) for Q4 2023, worth a combined $35.8M — up 30% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CIZ and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Cetera Advisor Networks, adding an estimated $4.19M. The largest seller was Ameriprise, cutting an estimated $1.03M.

  • 20 institutional investors held VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) as of Q4 2023, down from 21 in Q3 2023.
  • Funds reported $35.8M of VictoryShares Developed Enhanced Volatility Wtd ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 1 fund opened new VictoryShares Developed Enhanced Volatility Wtd ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF buyer in Q4 2023 was Cetera Advisor Networks, an estimated $4.19M added.
  • The largest VictoryShares Developed Enhanced Volatility Wtd ETF seller in Q4 2023 was Ameriprise, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2023.