VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
58 hedge funds and large institutions have $119M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 23
2% less funds holding
Funds holding: 59 → 58 (-1)
2.62% less ownership
Funds ownership: 33.04% → 30.42% (-2.6%)
6% less capital invested
Capital invested by funds: $126M → $119M (-$7.11M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Eagle Strategies
New York
|
+$1.34M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$1.04M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$728K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$694K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$4.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.11M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$2.02M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.29M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$803K |
CSB Hedge Fund Activity: Q2 2023 in Review
58 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q2 2023, worth a combined $119M — down 5.6% from $126M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CSB and 5 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 22 added.
The largest buyer was Eagle Strategies, adding an estimated $1.34M. The largest seller was Savior LLC, cutting an estimated $4.46M.
- 58 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q2 2023, down from 59 in Q1 2023.
- Funds reported $119M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q2 2023, down 5.6% quarter-over-quarter.
- 5 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q2 2023 and 6 closed out, a net change of -1 holder.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q2 2023 was Eagle Strategies, an estimated $1.34M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q2 2023 was Savior LLC, an estimated $4.46M sold.
Based on aggregated 13F filings for Q2 2023.