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VictoryShares US Small Cap High Div Volatility Wtd ETF
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61 hedge funds and large institutions have $88M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

13% more funds holding

Funds holding: 54 → 61 (+7)

12% more capital invested

Capital invested by funds: $78.8M → $88M (+$9.23M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6.33% more ownership

Funds ownership: 23.73% → 30.06% (+6.3%)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ES
Eagle Strategies
New York
+$5.57M
2
Jane Street
Jane Street
New York
+$2.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
4
Bank of America
Bank of America
North Carolina
+$1.45M
5
DAS
Dynamic Advisor Solutions
Arizona
+$976K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$960K
3
UBS Group
UBS Group
Switzerland
-$863K
4
LPL Financial
LPL Financial
California
-$357K
5
Stifel Financial
Stifel Financial
Missouri
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Atria Investments
North Carolina
$552K +$559K +10,330 New
PA
27
PFG Advisors
Arizona
$535K +$325K +6,003 +150%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$487K +$166K +3,061 +51%
SG
29
StoneX Group
New York
$463K -$21K -388 -4%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$433K +$210K +3,876 +92%
KAS
31
Kestra Advisory Services
Texas
$431K +$33K +610 +8%
Osaic Holdings
32
Osaic Holdings
Arizona
$373K -$14.7K -272 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$355K -$19.8K -365 -5%
WWM
34
Western Wealth Management
Colorado
$330K -$17.2K -318 -5%
HNB
35
Huntington National Bank
Ohio
$307K – – –
KWM
36
Kingsview Wealth Management
Oregon
$300K -$14.3K -264 -4%
Two Sigma Investments
37
Two Sigma Investments
New York
$294K – – –
HWM
38
HB Wealth Management
Georgia
$284K – – –
FHA
39
Flagship Harbor Advisors
Massachusetts
$275K -$20.1K -371 -7%
Mariner
40
Mariner
Kansas
$251K +$254K +4,688 New
HF
41
HRT Financial
New York
$229K +$233K +4,295 New
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$228K -$35.2K -651 -13%
IF
43
Integrity Financial
Wyoming
$88.2K -$22.9K -423 -20%
JP Morgan Chase
44
JP Morgan Chase
New York
$67.1K +$61.5K +1,136 +955%
IA
45
IFP Advisors
Florida
$59.7K +$60.5K +1,118 New
FFA
46
Farther Finance Advisors
California
$58.8K – – –
BFPW
47
BOK Financial Private Wealth
Colorado
$37.9K – – –
ACA
48
Aptus Capital Advisors
Alabama
$33.7K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$30.1K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$30K +$21.5K +397 +229%
1
2
3

CSB Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q2 2024, worth a combined $88M — up 12% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CSB positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Eagle Strategies, opening a new position worth an estimated $5.57M. The largest seller was GTS Securities, exiting entirely with an estimated $1.4M sold.

  • 61 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $88M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 10 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q2 2024 was Eagle Strategies, an estimated $5.57M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q2 2024 was GTS Securities, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2024.