VictoryShares Dividend Accelerator ETF
VSDA
34 hedge funds and large institutions have $241M invested in VictoryShares Dividend Accelerator ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
13% more funds holding
Funds holding: 30 → 34 (+4)
11% more capital invested
Capital invested by funds: $218M → $241M (+$23.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.51% less ownership
Funds ownership: 79.58% → 76.07% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$821K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.97M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$901K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
26
Bison Wealth
Atlanta,
Georgia
| $249K | +$76 | +2 | +0% |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $73K | +$70K | +1,834 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $67K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $65K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $58K | – | – | – |
|
|
SFG
31
Sowa Financial Group
Lincoln,
Rhode Island
| $56K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $37K | +$34.4K | +900 | New |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| $9K | +$8.59K | +225 | New |
|
|
GI
34
Gradient Investments
Arden Hills,
Minnesota
| $4K | – | – | – |
|
|
CWM
35
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$901K | -24,829 | Closed |
|
|
CAN
36
Cetera Advisor Networks
El Segundo,
California
| – | -$247K | -6,800 | Closed |
|
37
HighTower Advisors
Chicago,
Illinois
| – | -$231K | -6,375 | Closed |
|
VSDA Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q4 2020, worth a combined $241M — up 11% from $218M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VSDA positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2M. The largest seller was Bank of America, cutting an estimated $3.97M.
- 34 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $241M of VictoryShares Dividend Accelerator ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q4 2020 and 3 closed out, a net change of +4 holders.
- The largest VictoryShares Dividend Accelerator ETF buyer in Q4 2020 was Morgan Stanley, an estimated $2M added.
- The largest VictoryShares Dividend Accelerator ETF seller in Q4 2020 was Bank of America, an estimated $3.97M sold.
Based on aggregated 13F filings for Q4 2020.