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VictoryShares Dividend Accelerator ETF

45 hedge funds and large institutions have $252M invested in VictoryShares Dividend Accelerator ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

29% more funds holding

Funds holding: 3545 (+10)

14% more capital invested

Capital invested by funds: $222M → $252M (+$30.5M)

3.14% more ownership

Funds ownership: 68.07%71.21% (+3.1%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
45
Holders Change
+10
Holders Change %
+28.57%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
11
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$402K +$387K +8,472 New
SI
27
Stephens Inc
Arkansas
$382K +$1.51K +33 +0.4%
Jane Street
28
Jane Street
New York
$369K +$354K +7,746 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$334K +$320K +7,007 New
CW
30
CreativeOne Wealth
Kansas
$303K -$132K -2,876 -31%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$285K -$4.48M -97,977 -94%
HighTower Advisors
32
HighTower Advisors
Illinois
$259K -$11.4K -250 -4%
CWM
33
Cornerstone Wealth Management
Missouri
$256K +$640 +14 +0.3%
PWM
34
Perigon Wealth Management
California
$247K +$238K +5,195 New
SS
35
Sunbelt Securities
Texas
$246K +$20.1K +440 +9%
FWM
36
Frontier Wealth Management
Missouri
$207K +$199K +4,351 New
UBS Group
37
UBS Group
Switzerland
$179K +$172K +3,762 New
SPIA
38
Steward Partners Investment Advisory
New York
$79K
NFSG
39
Newbridge Financial Services Group
Florida
$76K +$72.8K +1,591 New
IA
40
IFP Advisors
Florida
$66K
GWM
41
Geneos Wealth Management
Colorado
$58K
AIP
42
Ahrens Investment Partners
Louisiana
$52K +$50.3K +1,100 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$51K +$49.6K +1,085 New
SWM
44
Selective Wealth Management
Virginia
$48K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$37K
Citadel Advisors
46
Citadel Advisors
Florida
-$393K -9,107 Closed
AAS
47
Avantax Advisory Services
Texas
-$344K -7,908 Closed
BW
48
Bison Wealth
Georgia
-$198K -4,593 Closed
AP
49
Advisors Preferred
Maryland
-$60K -1,385 Closed

VSDA Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q4 2021, worth a combined $252M — up 14% from $222M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VSDA positions and 4 closed out — a net gain of 10 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $2.3M. The largest seller was Susquehanna International Group, cutting an estimated $4.48M.

  • 45 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q4 2021, up from 35 in Q3 2021.
  • Funds reported $252M of VictoryShares Dividend Accelerator ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 14 funds opened new VictoryShares Dividend Accelerator ETF positions in Q4 2021 and 4 closed out, a net change of +10 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q4 2021 was Gladstone Institutional Advisory, an estimated $2.3M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q4 2021 was Susquehanna International Group, an estimated $4.48M sold.

Based on aggregated 13F filings for Q4 2021.