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VictoryShares WestEnd US Sector ETF

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.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

80% more funds holding

Funds holding: 2036 (+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: 11 (0)

1.44% less ownership

Funds ownership: 91.89%90.45% (-1.4%)

Holders
36
Holders Change
+16
Holders Change %
+80%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
12
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$201M
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$27.4M +$3.18M +88,863 +14%
Truist Financial
3
Truist Financial
North Carolina
$25.2M +$3.24M +90,506 +15%
LFG
4
Leverty Financial Group
Wisconsin
$20.9M -$866K -24,172 -4%
RJA
5
Raymond James & Associates
Florida
$19.4M +$1.61M +44,899 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.2M +$1.2M +33,525 +11%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$7.7M +$7.39M +206,227 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.77M +$445K +12,415 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.03M -$552K -15,405 -12%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.43M +$3.29M +91,801 New
TC
11
TAP Consulting
Missouri
$2.99M +$270K +7,552 +10%
FWP
12
Firethorn Wealth Partners
Georgia
$1.18M +$50.4K +1,408 +5%
KCIC
13
Kuhn & Co Investment Counsel
Illinois
$1M +$38K +1,060 +4%
Jane Street
14
Jane Street
New York
$963K +$923K +25,766 New
HH
15
Hilltop Holdings
Texas
$791K +$408K +11,398 +117%
TWM
16
Tradition Wealth Management
Minnesota
$683K +$155K +4,326 +31%
TW
17
TrinityPoint Wealth
Connecticut
$635K +$609K +17,004 New
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$633K -$44.5K -1,243 -7%
SA
19
Sanctuary Advisors
Indiana
$507K +$523K +14,598 New
WE
20
Wealth Effects
Massachusetts
$503K
PAG
21
Private Advisor Group
New Jersey
$498K +$477K +13,325 New
Stifel Financial
22
Stifel Financial
Missouri
$424K +$115K +3,214 +39%
LPL Financial
23
LPL Financial
California
$412K +$395K +11,028 New
GPW
24
Gentry Private Wealth
Kansas
$412K +$395K +11,020 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$367K +$352K +9,833 New

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.