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CSF

VictoryShares US Discovery Enhanced Volatility Wtd ETF

Delisted

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

26 hedge funds and large institutions have $44.7M invested in VictoryShares US Discovery Enhanced Volatility Wtd ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $37.2M → $44.7M (+$7.45M)

18% more funds holding

Funds holding: 2226 (+4)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.3M +$688K +10,912 +11%
Morgan Stanley
2
Morgan Stanley
New York
$5.82M -$40.1K -637 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.9M -$32.7K -519 -0.7%
Stifel Financial
4
Stifel Financial
Missouri
$4.78M +$148K +2,349 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.6M +$4.51M +71,621 New
Ameriprise
6
Ameriprise
Minnesota
$4.23M +$1.31M +20,810 +46%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.5M +$141K +2,230 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.54M -$25.1K -399 -1%
Bank of America
9
Bank of America
North Carolina
$2.25M +$117K +1,851 +6%
NA
10
NewEdge Advisors
Louisiana
$1.27M -$67K -1,064 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.1M -$357K -5,666 -25%
FA
12
Fermata Advisors
California
$914K +$435K +6,905 +94%
FEM
13
Fulcrum Equity Management
Texas
$327K +$8.63K +137 +3%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$630 +10 +0.2%
FTUS
15
Flow Traders U.S.
New York
$232K
IWC
16
Integrated Wealth Concepts
Massachusetts
$215K -$6.55K -104 -3%
BAM
17
Belpointe Asset Management
Nevada
$169K +$166K +2,631 New
NFG
18
Next Financial Group
Texas
$106K -$63K -1,000 -38%
Osaic Holdings
19
Osaic Holdings
Arizona
$63K +$19.9K +316 +48%
UBS Group
20
UBS Group
Switzerland
$46K +$45.2K +718 New
Wells Fargo
21
Wells Fargo
California
$27K
CFA
22
Carroll Financial Associates
North Carolina
$23K
HNB
23
Huntington National Bank
Ohio
$14K
TRCT
24
Tower Research Capital (TRC)
New York
$13K
CB
25
CNB Bank
Pennsylvania
$4K +$3.53K +56 New

CSF Hedge Fund Activity: Q4 2021 in Review

26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) for Q4 2021, worth a combined $44.7M — up 20% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CSF positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.31M. The largest seller was Atria Investments, exiting entirely with an estimated $1.55M sold.

  • 26 institutional investors held VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) as of Q4 2021, up from 22 in Q3 2021.
  • Funds reported $44.7M of VictoryShares US Discovery Enhanced Volatility Wtd ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 6 funds opened new VictoryShares US Discovery Enhanced Volatility Wtd ETF positions in Q4 2021 and 2 closed out, a net change of +4 holders.
  • The largest VictoryShares US Discovery Enhanced Volatility Wtd ETF buyer in Q4 2021 was Ameriprise, an estimated $1.31M added.
  • The largest VictoryShares US Discovery Enhanced Volatility Wtd ETF seller in Q4 2021 was Atria Investments, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2021.