VictoryShares Dividend Accelerator ETF
VSDA
35 hedge funds and large institutions have $240M invested in VictoryShares Dividend Accelerator ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $241M → $240M (-$1.5M)
5.28% less ownership
Funds ownership: 76.07% → 70.78% (-5.3%)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$917K |
| 3 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$587K |
| 4 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$530K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$4.65M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.87M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.54M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
26
Bison Wealth
Atlanta,
Georgia
| $245K | -$15.9K | -399 | -6% |
|
|
CWM
27
Cornerstone Wealth Management
St. Peters,
Missouri
| $222K | +$213K | +5,336 | New |
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $211K | -$228K | -5,706 | -53% |
|
|
FWM
29
Frontier Wealth Management
Kansas City,
Missouri
| $208K | -$58K | -1,453 | -22% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $68.5K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $58K | -$12K | -300 | -18% |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $38K | – | – | – |
|
33
UBS Group
Zurich,
Switzerland
| $37K | -$22.2K | -556 | -38% |
|
|
AIC
34
Ameritas Investment Company
Lincoln,
Nebraska
| $18.3K | +$17.6K | +440 | New |
|
|
CCP
35
Cardan Capital Partners
Denver,
Colorado
| – | -$4M | -101,018 | Closed |
|
|
SFG
36
Sowa Financial Group
Lincoln,
Rhode Island
| – | -$56K | -1,405 | Closed |
|
|
GI
37
Gradient Investments
Arden Hills,
Minnesota
| – | -$4K | -111 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$239 | +6 | New |
|
VSDA Hedge Fund Activity: Q1 2021 in Review
35 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q1 2021, worth a combined $240M — down 0.62% from $241M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSDA positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.4M. The largest seller was Harvest Group Wealth Management, cutting an estimated $4.65M.
- 35 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q1 2021, up from 34 in Q4 2020.
- Funds reported $240M of VictoryShares Dividend Accelerator ETF stock for Q1 2021, down 0.62% quarter-over-quarter.
- 5 funds opened new VictoryShares Dividend Accelerator ETF positions in Q1 2021 and 3 closed out, a net change of +2 holders.
- The largest VictoryShares Dividend Accelerator ETF buyer in Q1 2021 was Wells Fargo, an estimated $2.4M added.
- The largest VictoryShares Dividend Accelerator ETF seller in Q1 2021 was Harvest Group Wealth Management, an estimated $4.65M sold.
Based on aggregated 13F filings for Q1 2021.