VictoryShares Dividend Accelerator ETF
VSDA
35 hedge funds and large institutions have $222M invested in VictoryShares Dividend Accelerator ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
3% less funds holding
Funds holding: 36 → 35 (-1)
6.18% less ownership
Funds ownership: 74.25% → 68.07% (-6.2%)
13% less capital invested
Capital invested by funds: $256M → $222M (-$33.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.89M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$665K |
| 3 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$649K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$621K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$20.7M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.11M |
| 3 |
Morgan Stanley
New York
|
-$940K |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$520K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
HighTower Advisors
Chicago,
Illinois
| $246K | -$31.6K | -700 | -11% |
|
|
CWM
27
Cornerstone Wealth Management
St. Peters,
Missouri
| $231K | +$33.4K | +741 | +16% |
|
|
SS
28
Sunbelt Securities
Houston,
Texas
| $225K | – | – | – |
|
|
BW
29
Bison Wealth
Atlanta,
Georgia
| $198K | -$31.5K | -699 | -13% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $71K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $60K | – | – | – |
|
|
AP
32
Advisors Preferred
Rockville,
Maryland
| $60K | +$62.5K | +1,385 | New |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $53K | – | – | – |
|
|
SWM
34
Selective Wealth Management
Forest,
Virginia
| $43K | +$18K | +400 | +67% |
|
35
Fifth Third Bancorp
Cincinnati,
Ohio
| $33K | – | – | – |
|
|
FWM
36
Frontier Wealth Management
Kansas City,
Missouri
| – | -$221K | -5,010 | Closed |
|
VSDA Hedge Fund Activity: Q3 2021 in Review
35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q3 2021, worth a combined $222M — down 13% from $256M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VSDA positions and 1 closed out — a net gain of 1 holder — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.89M. The largest seller was Victory Capital Management, cutting an estimated $20.7M.
- 35 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q3 2021, down from 36 in Q2 2021.
- Funds reported $222M of VictoryShares Dividend Accelerator ETF stock for Q3 2021, down 13% quarter-over-quarter.
- 2 funds opened new VictoryShares Dividend Accelerator ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest VictoryShares Dividend Accelerator ETF buyer in Q3 2021 was Susquehanna International Group, an estimated $3.89M added.
- The largest VictoryShares Dividend Accelerator ETF seller in Q3 2021 was Victory Capital Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2021.