VictoryShares WestEnd US Sector ETF
MODL
36 hedge funds and large institutions have $340M invested in VictoryShares WestEnd US Sector ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 0 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
80% more funds holding
Funds holding: 20 → 36 (+16)
13% more capital invested
Capital invested by funds: $302M → $340M (+$38.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.44% less ownership
Funds ownership: 91.89% → 90.45% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$7.39M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.29M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.24M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.18M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
-$866K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$552K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$49.5K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$44.5K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$7.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $316K | – | – | – |
|
|
DC
27
Davenport & Co
Richmond,
Virginia
| $257K | +$246K | +6,870 | New |
|
|
AWA
28
Arkadios Wealth Advisors
Atlanta,
Georgia
| $243K | +$233K | +6,500 | New |
|
|
SG
29
StoneX Group
New York
| $233K | +$223K | +6,230 | New |
|
30
Comerica Bank
Dallas,
Texas
| $101K | +$97K | +2,708 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $73.7K | -$49.5K | -1,382 | -41% |
|
32
UBS Group
Zurich,
Switzerland
| $70.8K | +$67.9K | +1,895 | New |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $33.1K | +$36 | +1 | +0.1% |
|
34
Morgan Stanley
New York
| $21.6K | +$20.7K | +578 | New |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $7.29K | +$6.98K | +195 | New |
|
|
HWA
36
HHM Wealth Advisors
Chattanooga,
Tennessee
| $3.92K | -$7.7K | -215 | -67% |
|
MODL Hedge Fund Activity: Q2 2024 in Review
36 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in VictoryShares WestEnd US Sector ETF (MODL) for Q2 2024, worth a combined $340M — up 13% from $302M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MODL positions and 0 closed out — a net gain of 16 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $7.39M. The largest seller was Leverty Financial Group, cutting an estimated $866K.
- 36 institutional investors held VictoryShares WestEnd US Sector ETF (MODL) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $340M of VictoryShares WestEnd US Sector ETF stock for Q2 2024, up 13% quarter-over-quarter.
- 16 funds opened new VictoryShares WestEnd US Sector ETF positions in Q2 2024 and 0 closed out, a net change of +16 holders.
- The largest VictoryShares WestEnd US Sector ETF buyer in Q2 2024 was Rockefeller Capital Management, an estimated $7.39M added.
- The largest VictoryShares WestEnd US Sector ETF seller in Q2 2024 was Leverty Financial Group, an estimated $866K sold.
Based on aggregated 13F filings for Q2 2024.