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VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB

61 hedge funds and large institutions have $88M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

13% more funds holding

Funds holding: 54 → 61 (+7)

12% more capital invested

Capital invested by funds: $78.8M → $88M (+$9.23M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6.33% more ownership

Funds ownership: 23.73% → 30.06% (+6.3%)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ES
Eagle Strategies
New York
+$5.57M
2
Jane Street
Jane Street
New York
+$2.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
4
Bank of America
Bank of America
North Carolina
+$1.45M
5
DAS
Dynamic Advisor Solutions
Arizona
+$976K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$960K
3
UBS Group
UBS Group
Switzerland
-$863K
4
LPL Financial
LPL Financial
California
-$357K
5
Stifel Financial
Stifel Financial
Missouri
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Accent Capital Management
Ohio
$26.7K +$27.1K +500 New
AF
52
Advisornet Financial
Minnesota
$26.7K +$162 +3 +0.6%
NA
53
NewEdge Advisors
Louisiana
$26.1K – – –
Morgan Stanley
54
Morgan Stanley
New York
$24.5K +$16.8K +311 +212%
SPIA
55
Steward Partners Investment Advisory
New York
$23.8K – – –
AWM
56
Avior Wealth Management
Nebraska
$22.5K – – –
PA
57
Parallel Advisors
California
$18.7K – – –
SIC
58
Salem Investment Counselors
North Carolina
$10.7K – – –
TSWM
59
Tyler-Stone Wealth Management
Ohio
$9.16K +$54 +1 +0.6%
IHWM
60
Iron Horse Wealth Management
Iowa
$6.49K +$6.61K +122 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$908 -$15.6K -289 -94%
Wells Fargo
62
Wells Fargo
California
$63 +$54 +1 New
GS
63
GTS Securities
New York
– -$1.4M -24,984 Closed
AAS
64
Avantax Advisory Services
Texas
– -$293K -5,237 Closed
M
65
MOTCO
Texas
– -$7.06K -126 Closed
1 2
3

CSB Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q2 2024, worth a combined $88M — up 12% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CSB positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Eagle Strategies, opening a new position worth an estimated $5.57M. The largest seller was GTS Securities, exiting entirely with an estimated $1.4M sold.

  • 61 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $88M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 10 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q2 2024 was Eagle Strategies, an estimated $5.57M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q2 2024 was GTS Securities, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2024.