VictoryShares Dividend Accelerator ETF
VSDA
30 hedge funds and large institutions have $218M invested in VictoryShares Dividend Accelerator ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
15% more funds holding
Funds holding: 26 → 30 (+4)
13% more capital invested
Capital invested by funds: $193M → $218M (+$24.6M)
2.55% less ownership
Funds ownership: 82.13% → 79.58% (-2.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.64M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.03M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$996K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$2.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$905K |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$743K |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$376K |
| 5 |
Morgan Stanley
New York
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $61K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $60K | +$10.6K | +300 | +22% |
|
28
UBS Group
Zurich,
Switzerland
| $53K | – | – | – |
|
|
SFG
29
Sowa Financial Group
Lincoln,
Rhode Island
| $51K | – | – | – |
|
|
GI
30
Gradient Investments
Arden Hills,
Minnesota
| $4K | +$3.92K | +111 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$905K | -27,293 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$104K | -3,144 | Closed |
|
VSDA Hedge Fund Activity: Q3 2020 in Review
30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q3 2020, worth a combined $218M — up 13% from $193M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VSDA positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.64M. The largest seller was Victory Capital Management, cutting an estimated $2.96M.
- 30 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q3 2020, up from 26 in Q2 2020.
- Funds reported $218M of VictoryShares Dividend Accelerator ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 6 funds opened new VictoryShares Dividend Accelerator ETF positions in Q3 2020 and 2 closed out, a net change of +4 holders.
- The largest VictoryShares Dividend Accelerator ETF buyer in Q3 2020 was Raymond James & Associates, an estimated $2.64M added.
- The largest VictoryShares Dividend Accelerator ETF seller in Q3 2020 was Victory Capital Management, an estimated $2.96M sold.
Based on aggregated 13F filings for Q3 2020.