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CSF

VictoryShares US Discovery Enhanced Volatility Wtd ETF

Delisted

CSF was delisted on the 23rd of April, 2025.

20 hedge funds and large institutions have $26.3M invested in VictoryShares US Discovery Enhanced Volatility Wtd ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $25.2M → $26.3M (+$1.19M)

5% less funds holding

Funds holding: 2120 (-1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.43M +$1.84M +45,505 +50%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.43M
LPL Financial
3
LPL Financial
California
$3.76M -$319K -7,907 -8%
Ameriprise
4
Ameriprise
Minnesota
$2.89M -$857K -21,235 -23%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M +$323K +7,990 +12%
Bank of America
6
Bank of America
North Carolina
$1.6M -$388K -9,607 -19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.41M +$120K +2,977 +9%
Stifel Financial
8
Stifel Financial
Missouri
$1.23M -$39.4K -975 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$972K +$280K +6,941 +40%
NA
10
NewEdge Advisors
Louisiana
$915K -$98.6K -2,443 -10%
IWC
11
Integrated Wealth Concepts
Massachusetts
$213K -$22.1K -548 -9%
CWM
12
Cornerstone Wealth Management
Missouri
$209K -$13.9K -344 -6%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$12.3K +304 +11%
NFG
14
Next Financial Group
Texas
$105K +$107K +2,644 New
UBS Group
15
UBS Group
Switzerland
$91K +$92.3K +2,287 New
Osaic Holdings
16
Osaic Holdings
Arizona
$60K -$91.3K -2,262 -60%
CFA
17
Carroll Financial Associates
North Carolina
$14K
Wells Fargo
18
Wells Fargo
California
$12K +$11.7K +291 +29,100%
TRCT
19
Tower Research Capital (TRC)
New York
$8K
FHA
20
Flagship Harbor Advisors
Massachusetts
$7K +$40 +1 +0.6%
PAG
21
Private Advisor Group
New Jersey
-$74K -1,889 Closed
OPS
22
Orion Portfolio Solutions
Nebraska
-$18K -459 Closed
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
-$2K -44 Closed

CSF Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) for Q3 2020, worth a combined $26.3M — up 4.7% from $25.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CSF and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $1.84M. The largest seller was Ameriprise, cutting an estimated $857K.

  • 20 institutional investors held VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) as of Q3 2020, down from 21 in Q2 2020.
  • Funds reported $26.3M of VictoryShares US Discovery Enhanced Volatility Wtd ETF stock for Q3 2020, up 4.7% quarter-over-quarter.
  • 2 funds opened new VictoryShares US Discovery Enhanced Volatility Wtd ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
  • The largest VictoryShares US Discovery Enhanced Volatility Wtd ETF buyer in Q3 2020 was Morgan Stanley, an estimated $1.84M added.
  • The largest VictoryShares US Discovery Enhanced Volatility Wtd ETF seller in Q3 2020 was Ameriprise, an estimated $857K sold.

Based on aggregated 13F filings for Q3 2020.