We are live on ! Find out more
CSB icon

VictoryShares US Small Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $79.4M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 28.1%29.45% (+1.4%)

3% more capital invested

Capital invested by funds: $77.2M → $79.4M (+$2.14M)

2% less funds holding

Funds holding: 6160 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% 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
19
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$534K +$24.6K +423 +5%
SA
27
Sovran Advisors
California
$524K -$26.6K -458 -5%
HA
28
Huntleigh Advisors
Missouri
$467K +$14.5K +249 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$465K +$457K +7,855 New
OL
30
one8zero8 LLC
North Carolina
$450K
IPA
31
Investment Planning Advisors
Georgia
$436K -$148K -2,544 -26%
SG
32
StoneX Group
New York
$427K -$8.44K -145 -2%
Mariner
33
Mariner
Kansas
$416K +$9.72K +167 +2%
HWM
34
HB Wealth Management
Georgia
$397K +$391K +6,716 New
Stifel Financial
35
Stifel Financial
Missouri
$392K -$48.6K -835 -11%
Morgan Stanley
36
Morgan Stanley
New York
$377K -$6.52K -112 -2%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$367K -$111K -1,900 -23%
PAG
38
Private Advisor Group
New Jersey
$335K -$52.5K -902 -14%
MWA
39
Medallion Wealth Advisors
Connecticut
$327K -$4.83K -83 -1%
WWM
40
Western Wealth Management
Colorado
$326K -$19.1K -329 -6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$307K -$1.28K -22 -0.4%
CB
42
Commerce Bank
Missouri
$295K +$290K +4,991 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$231K +$22K +378 +11%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$221K +$1.92K +33 +0.9%
FHA
45
Flagship Harbor Advisors
Massachusetts
$219K -$8.21K -141 -4%
HNB
46
Huntington National Bank
Ohio
$151K
Osaic Holdings
47
Osaic Holdings
Arizona
$108K +$6.05K +104 +6%
FFA
48
Farther Finance Advisors
California
$54.1K -$64.1K -1,102 -55%
JP Morgan Chase
49
JP Morgan Chase
New York
$53.5K +$14.3K +245 +37%
NA
50
NewEdge Advisors
Louisiana
$48.2K -$4.95K -85 -9%

CSB Hedge Fund Activity: Q3 2025 in Review

60 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q3 2025, worth a combined $79.4M — up 2.8% from $77.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CSB and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 19 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.75M. The largest seller was Jane Street, exiting entirely with an estimated $1.73M sold.

  • 60 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q3 2025, down from 61 in Q2 2025.
  • Funds reported $79.4M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 6 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q3 2025 and 7 closed out, a net change of -1 holder.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q3 2025 was Goldman Sachs, an estimated $1.75M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q3 2025 was Jane Street, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2025.