VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
32 hedge funds and large institutions have $29.7M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
5.81% less ownership
Funds ownership: 52.42% → 46.61% (-5.8%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
20% less capital invested
Capital invested by funds: $37.2M → $29.7M (-$7.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$697K |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$406K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$351K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$267K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$6.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.29M |
| 3 |
LPL Financial
San Diego,
California
|
-$533K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$528K |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$416K |
CSB Hedge Fund Activity: Q3 2020 in Review
32 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q3 2020, worth a combined $29.7M — down 20% from $37.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSB positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $697K. The largest seller was Victory Capital Management, exiting entirely with an estimated $6.64M sold.
- 32 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q3 2020, up from 30 in Q2 2020.
- Funds reported $29.7M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q3 2020, down 20% quarter-over-quarter.
- 7 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q3 2020 and 5 closed out, a net change of +2 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q3 2020 was Carroll Financial Associates, an estimated $697K added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q3 2020 was Victory Capital Management, an estimated $6.64M sold.
Based on aggregated 13F filings for Q3 2020.