VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
58 hedge funds and large institutions have $121M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 8 closing their positions.
190% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 10
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
4% more funds holding
Funds holding: 56 → 58 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.36% less ownership
Funds ownership: 37.24% → 32.88% (-4.4%)
12% less capital invested
Capital invested by funds: $138M → $121M (-$16.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.5M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.78M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.56M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.2M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$6.19M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$5.17M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$1.41M |
| 5 |
SG
StoneX Group
New York
|
-$607K |
CSB Hedge Fund Activity: Q1 2023 in Review
58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2023, worth a combined $121M — down 12% from $138M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CSB positions and 8 closed out — a net gain of 6 holders — while 29 added to existing stakes and 10 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $10.2M.
- 58 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2023, up from 56 in Q4 2022.
- Funds reported $121M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2023, down 12% quarter-over-quarter.
- 14 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2023 and 8 closed out, a net change of +6 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2023 was Carson Wealth (CWM LLC), an estimated $2.5M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2023.