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VictoryShares Dividend Accelerator ETF

44 hedge funds and large institutions have $116M invested in VictoryShares Dividend Accelerator ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $108M → $116M (+$8.09M)

5% more funds holding

Funds holding: 4244 (+2)

5.62% less ownership

Funds ownership: 51.56%45.94% (-5.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
20
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$417K +$64.3K +1,433 +19%
BW
27
Bison Wealth
Georgia
$416K +$403K +8,985 New
TFS
28
Thoroughbred Financial Services
Tennessee
$370K +$1.57K +35 +0.4%
SI
29
Stephens Inc
Arkansas
$369K +$135 +3 +0%
LWMNY
30
Landmark Wealth Management (New York)
New York
$278K -$898 -20 -0.3%
PWM
31
Perigon Wealth Management
California
$241K +$45 +1 +0%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$229K -$96.2K -2,143 -30%
CWM
33
Cornerstone Wealth Management
Missouri
$206K +$200K +4,461 New
SS
34
Sunbelt Securities
Texas
$178K -$37.3K -830 -18%
NFSG
35
Newbridge Financial Services Group
Florida
$123K
PTC
36
Private Trust Company
Ohio
$79.4K +$11.1K +247 +17%
IA
37
IFP Advisors
Florida
$64.1K
SPIA
38
Steward Partners Investment Advisory
New York
$60.1K
GWM
39
Geneos Wealth Management
Colorado
$52K
UBS Group
40
UBS Group
Switzerland
$42.4K +$30.8K +685 +297%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$35.9K -$39.9K -889 -53%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$30.4K +$29.5K +658 New
PMFA
43
Plante Moran Financial Advisors
Michigan
$6.94K
CMP
44
Coston McIsaac & Partners
Maine
$3K
SOS
45
Silver Oak Securities
Tennessee
-$11M -242,424 Closed
MTWM
46
Masso Torrence Wealth Management
New Jersey
-$287K -6,349 Closed
APC
47
Aspire Private Capital
North Carolina
-$19.2K -425 Closed

VSDA Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q2 2023, worth a combined $116M — up 7.5% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $8.26M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $11M sold.

  • 44 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q2 2023, up from 42 in Q1 2023.
  • Funds reported $116M of VictoryShares Dividend Accelerator ETF stock for Q2 2023, up 7.5% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q2 2023 was Great Valley Advisor Group, an estimated $8.26M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q2 2023 was Silver Oak Securities, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2023.