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VictoryShares WestEnd US Sector ETF

40 hedge funds and large institutions have $386M invested in VictoryShares WestEnd US Sector ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $365M → $386M (+$21.6M)

5% more funds holding

Funds holding: 3840 (+2)

0.09% less ownership

Funds ownership: 87.88%87.79% (-0.09%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$199M -$6.04M -149,820 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$36M +$36.1M +894,023 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$34.1M +$3.81M +94,456 +13%
Truist Financial
4
Truist Financial
North Carolina
$31.7M +$3.88M +96,155 +14%
LPL Financial
5
LPL Financial
California
$18.7M +$2.96M +73,477 +19%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$15.7M -$26.9K -667 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.3M +$1.01M +24,982 +11%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.44M +$441K +10,918 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.18M +$606K +15,026 +13%
TC
10
TAP Consulting
Missouri
$3.55M +$185K +4,594 +5%
HA
11
Huntleigh Advisors
Missouri
$3.3M +$3.3M +81,907 New
MW
12
MBL Wealth
North Carolina
$3.28M +$606K +15,012 +23%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.36M +$1.05M +26,037 +80%
TWM
14
Tradition Wealth Management
Minnesota
$1.63M +$612K +15,162 +60%
Stifel Financial
15
Stifel Financial
Missouri
$1.53M +$883K +21,885 +137%
KCIC
16
Kuhn & Co Investment Counsel
Illinois
$1.42M +$319K +7,907 +29%
GPW
17
Gentry Private Wealth
Kansas
$1.29M +$210K +5,217 +20%
TW
18
TrinityPoint Wealth
Connecticut
$1.13M +$332K +8,234 +41%
HH
19
Hilltop Holdings
Texas
$1.13M -$17.6K -436 -2%
SA
20
Sanctuary Advisors
Indiana
$977K +$10.4K +259 +1%
FWP
21
Firethorn Wealth Partners
Georgia
$857K -$104K -2,578 -11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$788K +$791K +19,596 New
LFG
23
Leverty Financial Group
Wisconsin
$750K -$134K -3,312 -15%
GIA
24
Gladstone Institutional Advisory
Florida
$573K +$575K +14,252 New
WE
25
Wealth Effects
Massachusetts
$540K -$1.21K -30 -0.2%

MODL Hedge Fund Activity: Q4 2024 in Review

40 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in VictoryShares WestEnd US Sector ETF (MODL) for Q4 2024, worth a combined $386M — up 5.9% from $365M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MODL positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Truist Financial, adding an estimated $3.88M. The largest seller was Victory Capital Management, cutting an estimated $6.04M.

  • 40 institutional investors held VictoryShares WestEnd US Sector ETF (MODL) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $386M of VictoryShares WestEnd US Sector ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 8 funds opened new VictoryShares WestEnd US Sector ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest VictoryShares WestEnd US Sector ETF buyer in Q4 2024 was Truist Financial, an estimated $3.88M added.
  • The largest VictoryShares WestEnd US Sector ETF seller in Q4 2024 was Victory Capital Management, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2024.