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VictoryShares US Small Cap High Div Volatility Wtd ETF
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60 hedge funds and large institutions have $77.5M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more funds holding

Funds holding: 56 → 60 (+4)

0.6% less ownership

Funds ownership: 27.16% → 26.56% (-0.6%)

4% less capital invested

Capital invested by funds: $80.8M → $77.5M (-$3.33M)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.12M
2
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$480K
3
UBS Group
UBS Group
Switzerland
+$358K
4
AI
Atria Investments
North Carolina
+$327K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$291K

Top Sellers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
-$3.98M
2
Jane Street
Jane Street
New York
-$2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.81M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.02M
5
Two Sigma Investments
Two Sigma Investments
New York
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$481K – – –
Morgan Stanley
27
Morgan Stanley
New York
$474K -$64.7K -1,067 -12%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$470K +$480K +7,915 New
Mariner
29
Mariner
Kansas
$458K +$184K +3,041 +65%
SA
30
Sovran Advisors
California
$452K +$457K +7,544 New
OL
31
one8zero8 LLC
North Carolina
$452K +$461K +7,606 New
HA
32
Huntleigh Advisors
Missouri
$428K +$437K +7,203 New
Stifel Financial
33
Stifel Financial
Missouri
$403K – – –
WWM
34
Western Wealth Management
Colorado
$347K -$1.88K -31 -0.5%
MWA
35
Medallion Wealth Advisors
Connecticut
$334K +$340K +5,615 New
HWM
36
HB Wealth Management
Georgia
$316K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$285K +$291K +4,796 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$262K -$82.5K -1,361 -24%
FHA
39
Flagship Harbor Advisors
Massachusetts
$241K -$40.4K -666 -14%
BWMG
40
Barnes Wealth Management Group
California
$240K +$245K +4,046 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$229K -$106K -1,755 -31%
KWM
42
Kingsview Wealth Management
Oregon
$223K -$2.55K -42 -1%
ACA
43
Aptus Capital Advisors
Alabama
$208K +$212K +3,492 +87,300%
Osaic Holdings
44
Osaic Holdings
Arizona
$204K -$184K -3,030 -47%
BW
45
BXM Wealth
Colorado
$202K +$206K +3,404 New
FFA
46
Farther Finance Advisors
California
$120K +$66.8K +1,102 +121%
HNB
47
Huntington National Bank
Ohio
$119K – – –
NA
48
NewEdge Advisors
Louisiana
$106K +$79.1K +1,304 +267%
IF
49
Integrity Financial
Wyoming
$87.1K -$2.67K -44 -3%
JP Morgan Chase
50
JP Morgan Chase
New York
$72.6K -$1.03K -17 -1%
1
2
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CSB Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q4 2024, worth a combined $77.5M — down 4.1% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CSB positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $3.12M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $3.98M sold.

  • 60 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $77.5M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 12 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q4 2024 and 6 closed out, a net change of +6 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q4 2024 was Bank of America, an estimated $3.12M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.