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CSA

VictoryShares US Small Cap Volatility Wtd ETF

Delisted

CSA was delisted on the 23rd of April, 2025.

19 hedge funds and large institutions have $32.1M invested in VictoryShares US Small Cap Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $29.1M → $32.1M (+$3M)

5% less funds holding

Funds holding: 2019 (-1)

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.21M +$4.48M +59,057 +154%
TC
2
TAP Consulting
Missouri
$7.13M +$15.2K +200 +0.2%
Comerica Bank
3
Comerica Bank
Texas
$3.8M
YCM
4
Yousif Capital Management
Michigan
$3.8M
Raymond James Financial
5
Raymond James Financial
Florida
$3.72M +$3.81M +50,210 New
MCC
6
Money Concepts Capital
Florida
$1.44M -$63.9K -843 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$1.41M +$1.44M +18,997 New
Bank of America
8
Bank of America
North Carolina
$965K +$49.8K +657 +5%
RPC
9
Rossmore Private Capital
Connecticut
$794K
Wells Fargo
10
Wells Fargo
California
$482K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$419K +$57.8K +762 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$273K -$65.5K -864 -19%
PCS
13
Private Client Services
Kentucky
$266K +$22.1K +291 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$259K -$5.46K -72 -2%
AFG
15
Albion Financial Group
Utah
$57.7K
MAS
16
MPWM Advisory Solutions
Georgia
$46.2K +$47.4K +625 New
Osaic Holdings
17
Osaic Holdings
Arizona
$44K -$531 -7 -1%
Morgan Stanley
18
Morgan Stanley
New York
$11.1K
FFA
19
Farther Finance Advisors
California
$3.33K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$3.47M -47,130 Closed
UBS Group
21
UBS Group
Switzerland
-$2.32M -31,544 Closed

CSA Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap Volatility Wtd ETF (CSA) for Q4 2024, worth a combined $32.1M — up 10% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CSA positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.48M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.47M sold.

  • 19 institutional investors held VictoryShares US Small Cap Volatility Wtd ETF (CSA) as of Q4 2024, down from 20 in Q3 2024.
  • Funds reported $32.1M of VictoryShares US Small Cap Volatility Wtd ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 3 funds opened new VictoryShares US Small Cap Volatility Wtd ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest VictoryShares US Small Cap Volatility Wtd ETF buyer in Q4 2024 was LPL Financial, an estimated $4.48M added.
  • The largest VictoryShares US Small Cap Volatility Wtd ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.47M sold.

Based on aggregated 13F filings for Q4 2024.