VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
56 hedge funds and large institutions have $96.1M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 12 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $99M → $96.1M (-$2.88M)
1.97% less ownership
Funds ownership: 29.58% → 27.62% (-2%)
13% less funds holding
Funds holding: 64 → 56 (-8)
45% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 29
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.13M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$418K |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$270K |
| 4 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
+$225K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.03M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.02M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.58M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.02M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$948K |
CSB Hedge Fund Activity: Q4 2023 in Review
56 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q4 2023, worth a combined $96.1M — down 2.9% from $99M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CSB and 4 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 16 added.
The largest buyer was Stifel Financial, adding an estimated $1.13M. The largest seller was LPL Financial, cutting an estimated $3.03M.
- 56 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q4 2023, down from 64 in Q3 2023.
- Funds reported $96.1M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q4 2023, down 2.9% quarter-over-quarter.
- 4 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q4 2023 and 12 closed out, a net change of -8 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q4 2023 was Stifel Financial, an estimated $1.13M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q4 2023 was LPL Financial, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2023.