VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
26 hedge funds and large institutions have $45.1M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
62% more capital invested
Capital invested by funds: $27.9M → $45.1M (+$17.2M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
18% more funds holding
Funds holding: 22 → 26 (+4)
9.1% more ownership
Funds ownership: 57.68% → 66.78% (+9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.93M |
| 2 |
Rockefeller Capital Management
New York
|
+$3.32M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.08M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.37M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $13K | – | – | – |
|
|
27
HighTower Advisors
Chicago,
Illinois
| – | -$3.55M | -87,974 | Closed |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| – | -$31K | -778 | Closed |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$27.9K | -639 | Closed |
|
CSB Hedge Fund Activity: Q1 2019 in Review
26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2019, worth a combined $45.1M — up 62% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSB positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $6.93M. The largest seller was HighTower Advisors, exiting entirely with an estimated $3.55M sold.
- 26 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2019, up from 22 in Q4 2018.
- Funds reported $45.1M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2019, up 62% quarter-over-quarter.
- 7 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2019 and 3 closed out, a net change of +4 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2019 was UBS Group, an estimated $6.93M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2019 was HighTower Advisors, an estimated $3.55M sold.
Based on aggregated 13F filings for Q1 2019.