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VictoryShares US Small Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $73M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 29.45%29.58% (+0.13%)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

8% less capital invested

Capital invested by funds: $79.4M → $73M (-$6.41M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sovran Advisors
California
$522K -$40.6K -695 -8%
HA
27
Huntleigh Advisors
Missouri
$515K +$51.7K +885 +11%
OL
28
one8zero8 LLC
North Carolina
$446K
IPA
29
Investment Planning Advisors
Georgia
$445K +$13K +222 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$434K -$4.03M -69,068 -90%
SG
31
StoneX Group
New York
$424K +$584 +10 +0.1%
Mariner
32
Mariner
Kansas
$412K +$234 +4 +0.1%
HWM
33
HB Wealth Management
Georgia
$390K -$3.44K -59 -0.9%
Stifel Financial
34
Stifel Financial
Missouri
$374K -$14.3K -245 -4%
PAG
35
Private Advisor Group
New Jersey
$370K +$37.8K +648 +11%
Morgan Stanley
36
Morgan Stanley
New York
$345K -$28.3K -484 -8%
MWA
37
Medallion Wealth Advisors
Connecticut
$326K +$1.93K +33 +0.6%
WWM
38
Western Wealth Management
Colorado
$322K -$876 -15 -0.3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$314K +$10.4K +179 +3%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$272K +$43K +737 +19%
FTUS
41
Flow Traders U.S.
New York
$259K +$258K +4,415 New
DAS
42
Diversify Advisory Services
Utah
$259K +$246K +4,219 New
FHA
43
Flagship Harbor Advisors
Massachusetts
$204K -$13.1K -225 -6%
HNB
44
Huntington National Bank
Ohio
$124K
Osaic Holdings
45
Osaic Holdings
Arizona
$97.3K -$9.11K -156 -9%
JP Morgan Chase
46
JP Morgan Chase
New York
$61.5K +$8.41K +144 +16%
FFA
47
Farther Finance Advisors
California
$53.6K
NA
48
NewEdge Advisors
Louisiana
$38.2K -$9.52K -163 -20%
SIS
49
Sound Income Strategies
Florida
$27.8K +$26.4K +453 New
NRG
50
Nemes Rush Group
Michigan
$26.8K +$26.7K +457 New

CSB Hedge Fund Activity: Q4 2025 in Review

60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q4 2025, worth a combined $73M — down 8.1% from $79.4M a quarter earlier.

Fund positioning in CSB was balanced in Q4 2025: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $4.35M. The largest seller was Envestnet Asset Management, cutting an estimated $4.03M.

  • 60 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $73M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q4 2025, down 8.1% quarter-over-quarter.
  • 8 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q4 2025 and 8 closed out, a net change of 0 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $4.35M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2025.