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VictoryShares US Small Cap High Div Volatility Wtd ETF

59 hedge funds and large institutions have $79.8M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

1.77% more ownership

Funds ownership: 26.56%28.33% (+1.8%)

3% more capital invested

Capital invested by funds: $77.5M → $79.8M (+$2.27M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.7M +$913K +15,391 +6%
UBS Group
2
UBS Group
Switzerland
$7.42M +$111K +1,862 +1%
LPL Financial
3
LPL Financial
California
$6.43M +$341K +5,747 +5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.37M -$2.98M -50,139 -31%
DAS
5
Dynamic Advisor Solutions
Arizona
$4.6M +$4.76M +80,121 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.4M -$3.44K -58 -0.1%
ES
7
Eagle Strategies
New York
$3.35M -$345K -5,808 -9%
IWP
8
IAG Wealth Partners
Wisconsin
$2.45M +$363K +6,117 +17%
IRC
9
Investors Research Corp
Georgia
$2.21M -$115K -1,936 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.97M -$264K -4,452 -11%
AWM
11
Accel Wealth Management
Iowa
$1.96M +$367K +6,186 +22%
AF
12
Allworth Financial
California
$1.82M -$131K -2,207 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$1.78M -$95.2K -1,604 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.36M +$60.7K +1,022 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$1.35M +$462K +7,777 +50%
OPWM
16
Oxinas Partners Wealth Management
Indiana
$1.31M +$279K +4,693 +26%
AI
17
Atria Investments
North Carolina
$1.3M +$67.4K +1,135 +5%
CA
18
CoreCap Advisors
Michigan
$1.2M +$1.84K +31 +0.1%
VC
19
Vicus Capital
Pennsylvania
$1.07M -$4.63K -78 -0.4%
Two Sigma Investments
20
Two Sigma Investments
New York
$982K +$504K +8,500 +99%
IPA
21
Investment Planning Advisors
Georgia
$812K +$140K +2,358 +20%
PSF
22
Pacific Sun Financial
California
$765K -$13.1K -220 -2%
PA
23
PFG Advisors
Arizona
$708K +$8.25K +139 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$707K +$731K +12,312 New
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$630K +$181K +3,055 +39%

CSB Hedge Fund Activity: Q1 2025 in Review

59 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q1 2025, worth a combined $79.8M — up 2.9% from $77.5M a quarter earlier.

Fund positioning in CSB was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 21 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $4.76M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.98M.

  • 59 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $79.8M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 6 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q1 2025 and 6 closed out, a net change of 0 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q1 2025 was Dynamic Advisor Solutions, an estimated $4.76M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2025.