VictoryShares Dividend Accelerator ETF
VSDA
36 hedge funds and large institutions have $256M invested in VictoryShares Dividend Accelerator ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more capital invested
Capital invested by funds: $240M → $256M (+$16M)
3.46% more ownership
Funds ownership: 70.78% → 74.25% (+3.5%)
3% more funds holding
Funds holding: 35 → 36 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$2.17M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$985K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$936K |
| 4 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$677K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$10.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$2.01M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 4 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$591K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$409K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
26
Stephens Inc
Little Rock,
Arkansas
| $352K | +$2.35K | +54 | +0.7% |
|
27
HighTower Advisors
Chicago,
Illinois
| $281K | – | – | – |
|
|
BW
28
Bison Wealth
Atlanta,
Georgia
| $234K | -$26.1K | -599 | -10% |
|
|
SS
29
Sunbelt Securities
Houston,
Texas
| $225K | +$217K | +4,995 | New |
|
|
FWM
30
Frontier Wealth Management
Kansas City,
Missouri
| $221K | – | – | – |
|
|
CWM
31
Cornerstone Wealth Management
St. Peters,
Missouri
| $204K | -$31.3K | -720 | -13% |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $73K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $61K | – | – | – |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $54K | +$14.1K | +325 | +36% |
|
35
Fifth Third Bancorp
Cincinnati,
Ohio
| $34K | +$33.7K | +775 | New |
|
|
SWM
36
Selective Wealth Management
Forest,
Virginia
| $26K | +$26.1K | +600 | New |
|
37
UBS Group
Zurich,
Switzerland
| – | -$37K | -898 | Closed |
|
|
AIC
38
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$18.3K | -440 | Closed |
|
VSDA Hedge Fund Activity: Q2 2021 in Review
36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q2 2021, worth a combined $256M — up 6.7% from $240M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSDA positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Apella Capital, opening a new position worth an estimated $2.17M. The largest seller was Great Valley Advisor Group, cutting an estimated $10.3M.
- 36 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q2 2021, up from 35 in Q1 2021.
- Funds reported $256M of VictoryShares Dividend Accelerator ETF stock for Q2 2021, up 6.7% quarter-over-quarter.
- 5 funds opened new VictoryShares Dividend Accelerator ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
- The largest VictoryShares Dividend Accelerator ETF buyer in Q2 2021 was Apella Capital, an estimated $2.17M added.
- The largest VictoryShares Dividend Accelerator ETF seller in Q2 2021 was Great Valley Advisor Group, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2021.