VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
56 hedge funds and large institutions have $138M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
31% more capital invested
Capital invested by funds: $105M → $138M (+$32.6M)
10% more funds holding
Funds holding: 51 → 56 (+5)
1.35% more ownership
Funds ownership: 35.89% → 37.24% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$8.35M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.55M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.96M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.56M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$807K |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
-$601K |
CSB Hedge Fund Activity: Q4 2022 in Review
56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q4 2022, worth a combined $138M — up 31% from $105M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSB positions and 4 closed out — a net gain of 6 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Allworth Financial, adding an estimated $8.35M. The largest seller was UBS Group, cutting an estimated $2M.
- 56 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q4 2022, up from 51 in Q3 2022.
- Funds reported $138M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q4 2022, up 31% quarter-over-quarter.
- 10 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q4 2022 and 4 closed out, a net change of +6 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q4 2022 was Allworth Financial, an estimated $8.35M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q4 2022 was UBS Group, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2022.