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VictoryShares US Small Cap High Div Volatility Wtd ETF

60 hedge funds and large institutions have $73M invested in VictoryShares US Small Cap High Div Volatility Wtd ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 29.45%29.58% (+0.13%)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

8% less capital invested

Capital invested by funds: $79.4M → $73M (-$6.41M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
27
Closed
8
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
$15.6M -$28.3K -484 -0.2%
UBS Group
2
UBS Group
Switzerland
$7.02M -$439K -7,521 -6%
LPL Financial
3
LPL Financial
California
$5.37M -$207K -3,538 -4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.34M -$253K -4,341 -5%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$4.83M +$4.35M +74,584 +950%
DAS
6
Dynamic Advisor Solutions
Arizona
$3.36M -$1.37M -23,449 -29%
IWP
7
IAG Wealth Partners
Wisconsin
$2.92M +$117K +2,008 +4%
ES
8
Eagle Strategies
New York
$2.75M -$226K -3,870 -8%
Goldman Sachs
9
Goldman Sachs
New York
$2.66M +$890K +15,239 +51%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.94M +$66.1K +1,133 +4%
AF
11
Allworth Financial
California
$1.71M -$35.7K -612 -2%
IRC
12
Investors Research Corp
Georgia
$1.62M -$64.5K -1,104 -4%
Raymond James Financial
13
Raymond James Financial
Florida
$1.5M +$17.2K +295 +1%
CA
14
CoreCap Advisors
Michigan
$1.37M +$140K +2,406 +11%
Two Sigma Investments
15
Two Sigma Investments
New York
$938K -$11.7K -200 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$921K -$354K -6,056 -28%
NF
17
Nvest Financial
New Hampshire
$838K +$307K +5,254 +58%
AWM
18
Accel Wealth Management
Iowa
$803K -$546K -9,357 -41%
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$704K -$701 -12 -0.1%
Citadel Advisors
20
Citadel Advisors
Florida
$672K +$670K +11,470 New
PA
21
PFG Advisors
Arizona
$652K -$129K -2,206 -17%
PSF
22
Pacific Sun Financial
California
$637K -$36.2K -620 -5%
KAS
23
Kestra Advisory Services
Texas
$577K +$47.2K +809 +9%
BEI
24
Benjamin Edwards Inc
Missouri
$553K -$21.8K -374 -4%
VC
25
Vicus Capital
Pennsylvania
$540K -$516K -8,840 -49%

CSB Hedge Fund Activity: Q4 2025 in Review

60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) for Q4 2025, worth a combined $73M — down 8.1% from $79.4M a quarter earlier.

Fund positioning in CSB was balanced in Q4 2025: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $4.35M. The largest seller was Envestnet Asset Management, cutting an estimated $4.03M.

  • 60 institutional investors held VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $73M of VictoryShares US Small Cap High Div Volatility Wtd ETF stock for Q4 2025, down 8.1% quarter-over-quarter.
  • 8 funds opened new VictoryShares US Small Cap High Div Volatility Wtd ETF positions in Q4 2025 and 8 closed out, a net change of 0 holders.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $4.35M added.
  • The largest VictoryShares US Small Cap High Div Volatility Wtd ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2025.