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VictoryShares US Small Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $84M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $73M → $84M (+$11.1M)

3.56% more ownership

Funds ownership: 29.58%33.14% (+3.6%)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
18
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$491K -$77.9K -1,259 -14%
IPA
27
Investment Planning Advisors
Georgia
$478K +$8.85K +143 +2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$442K -$14.5K -235 -3%
OL
29
one8zero8 LLC
North Carolina
$439K -$30.9K -500 -7%
Mariner
30
Mariner
Kansas
$433K -$1.79K -29 -0.4%
HWM
31
HB Wealth Management
Georgia
$411K
PAG
32
Private Advisor Group
New Jersey
$367K -$22.5K -363 -6%
Morgan Stanley
33
Morgan Stanley
New York
$348K -$15.8K -255 -4%
IWS
34
Intentional Wealth Strategies
Colorado
$340K +$341K +5,505 New
MWA
35
Medallion Wealth Advisors
Connecticut
$334K -$9.1K -147 -3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$329K +$330K +5,325 New
WWM
37
Western Wealth Management
Colorado
$323K -$16.9K -273 -5%
Stifel Financial
38
Stifel Financial
Missouri
$303K -$91.7K -1,482 -23%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$295K +$8.66K +140 +3%
DWM
40
Diversify Wealth Management
Utah
$282K +$273K +4,405 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$271K -$60.8K -983 -18%
FHA
42
Flagship Harbor Advisors
Massachusetts
$213K -$1.92K -31 -0.9%
FFA
43
Farther Finance Advisors
California
$154K +$97K +1,567 +171%
HNB
44
Huntington National Bank
Ohio
$100K
JP Morgan Chase
45
JP Morgan Chase
New York
$85.1K +$21.3K +344 +33%
Osaic Holdings
46
Osaic Holdings
Arizona
$51.4K -$51.2K -827 -50%
RF
47
RetireMitten Financial
Michigan
$49.1K +$49.2K +795 New
NA
48
NewEdge Advisors
Louisiana
$38K -$2.23K -36 -6%
CCWM
49
Cassaday & Co Wealth Management
Virginia
$33.3K +$33.4K +540 New
Wells Fargo
50
Wells Fargo
California
$30.6K +$30.6K +494 +49,400%

CSB Hedge Fund Activity: Q1 2026 in Review

60 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2026, worth a combined $84M — up 15% from $73M a quarter earlier.

Fund positioning in CSB was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 18 added to existing stakes and 23 trimmed.

The largest buyer was Nvest Financial, adding an estimated $5.99M. The largest seller was Bank of America, cutting an estimated $2.34M.

  • 60 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $84M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 10 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2026 and 10 closed out, a net change of 0 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2026 was Nvest Financial, an estimated $5.99M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2026 was Bank of America, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2026.