VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
54 hedge funds and large institutions have $78.8M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 10 closing their positions.
4% less funds holding
Funds holding: 56 → 54 (-2)
3.89% less ownership
Funds ownership: 27.62% → 23.73% (-3.9%)
18% less capital invested
Capital invested by funds: $96.1M → $78.8M (-$17.3M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.18M |
| 2 |
GS
GTS Securities
New York
|
+$1.35M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$489K |
| 4 |
LPL Financial
San Diego,
California
|
+$349K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Eagle Strategies
New York
|
-$15.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.21M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$879K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$879K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$775K |
CSB Hedge Fund Activity: Q1 2024 in Review
54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2024, worth a combined $78.8M — down 18% from $96.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CSB and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 16 added.
The largest buyer was Stifel Financial, adding an estimated $2.18M. The largest seller was Eagle Strategies, exiting entirely with an estimated $15.5M sold.
- 54 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $78.8M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2024, down 18% quarter-over-quarter.
- 8 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2024 and 10 closed out, a net change of -2 holders.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2024 was Stifel Financial, an estimated $2.18M added.
- The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2024 was Eagle Strategies, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2024.