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VictoryShares US Small Cap High Div Volatility Wtd ETF

59 hedge funds and large institutions have $79.8M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

1.77% more ownership

Funds ownership: 26.56%28.33% (+1.8%)

3% more capital invested

Capital invested by funds: $77.5M → $79.8M (+$2.27M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$534K +$21.7K +366 +4%
KAS
27
Kestra Advisory Services
Texas
$495K +$2.85K +48 +0.6%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$465K
SG
29
StoneX Group
New York
$464K -$5.7K -96 -1%
Morgan Stanley
30
Morgan Stanley
New York
$447K -$11.8K -199 -2%
Stifel Financial
31
Stifel Financial
Missouri
$438K +$49.9K +841 +12%
OL
32
one8zero8 LLC
North Carolina
$437K
Mariner
33
Mariner
Kansas
$432K -$11.4K -192 -2%
SA
34
Sovran Advisors
California
$417K +$21K +353 +5%
HA
35
Huntleigh Advisors
Missouri
$415K +$1.84K +31 +0.4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$412K +$142K +2,385 +50%
HWM
37
HB Wealth Management
Georgia
$388K +$84.8K +1,429 +27%
WWM
38
Western Wealth Management
Colorado
$335K +$178 +3 +0.1%
Jane Street
39
Jane Street
New York
$331K +$342K +5,770 New
MWA
40
Medallion Wealth Advisors
Connecticut
$323K -$178 -3 -0.1%
HNB
41
Huntington National Bank
Ohio
$232K
FHA
42
Flagship Harbor Advisors
Massachusetts
$220K -$13.1K -220 -5%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$215K -$6.35K -107 -3%
KWM
44
Kingsview Wealth Management
Oregon
$215K -$475 -8 -0.2%
ACA
45
Aptus Capital Advisors
Alabama
$197K -$3.56K -60 -2%
Osaic Holdings
46
Osaic Holdings
Arizona
$130K -$69.1K -1,164 -34%
FFA
47
Farther Finance Advisors
California
$116K
NA
48
NewEdge Advisors
Louisiana
$102K -$1.36K -23 -1%
IF
49
Integrity Financial
Wyoming
$84.9K +$772 +13 +0.9%
JP Morgan Chase
50
JP Morgan Chase
New York
$68.4K -$1.9K -32 -3%

CSB Hedge Fund Activity: Q1 2025 in Review

59 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2025, worth a combined $79.8M — up 2.9% from $77.5M a quarter earlier.

Fund positioning in CSB was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 21 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $4.76M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.98M.

  • 59 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $79.8M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 6 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2025 and 6 closed out, a net change of 0 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2025 was Dynamic Advisor Solutions, an estimated $4.76M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2025.