VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
64 hedge funds and large institutions have $99M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
10% more funds holding
Funds holding: 58 → 64 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 30.42% → 29.58% (-0.83%)
17% less capital invested
Capital invested by funds: $119M → $99M (-$20.2M)
45% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.97M |
| 2 |
LPL Financial
San Diego,
California
|
+$649K |
| 3 |
ES
Eagle Strategies
New York
|
+$551K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$447K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.32M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.94M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$3.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.92M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$1.96M |
CSB Hedge Fund Activity: Q3 2023 in Review
64 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q3 2023, worth a combined $99M — down 17% from $119M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSB positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 31 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.97M. The largest seller was Raymond James & Associates, cutting an estimated $4.32M.
- 64 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q3 2023, up from 58 in Q2 2023.
- Funds reported $99M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 10 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q3 2023 and 3 closed out, a net change of +7 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $2.97M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q3 2023 was Raymond James & Associates, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2023.