VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
43 hedge funds and large institutions have $63.9M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
47% more capital invested
Capital invested by funds: $43.6M → $63.9M (+$20.3M)
19% more funds holding
Funds holding: 36 → 43 (+7)
10.69% less ownership
Funds ownership: 42.95% → 32.26% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
+$4.96M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.48M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$502K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$66K |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
-$47.2K |
CSB Hedge Fund Activity: Q1 2021 in Review
43 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2021, worth a combined $63.9M — up 47% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CSB positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Oxinas Partners Wealth Management, opening a new position worth an estimated $4.96M. The largest seller was Cardan Capital Partners, cutting an estimated $5.5M.
- 43 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $63.9M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2021, up 47% quarter-over-quarter.
- 12 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2021 and 5 closed out, a net change of +7 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2021 was Oxinas Partners Wealth Management, an estimated $4.96M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2021 was Cardan Capital Partners, an estimated $5.5M sold.
Based on aggregated 13F filings for Q1 2021.