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VictoryShares Dividend Accelerator ETF

46 hedge funds and large institutions have $120M invested in VictoryShares Dividend Accelerator ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 4146 (+5)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $127M → $120M (-$6.05M)

1.42% less ownership

Funds ownership: 47.92%46.5% (-1.4%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KLR Investment Advisors
Rhode Island
$754K +$754K +15,660 New
ASN
27
Advisory Services Network
Georgia
$573K -$19.3K -400 -3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$564K +$31K +645 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$481K -$21.5K -446 -4%
BW
30
Bison Wealth
Georgia
$445K +$39.1K +812 +10%
AF
31
Allworth Financial
California
$414K
SI
32
Stephens Inc
Arkansas
$377K +$1.4K +29 +0.4%
TFS
33
Thoroughbred Financial Services
Tennessee
$364K +$22.2K +461 +7%
WWM
34
Western Wealth Management
Colorado
$341K -$231K -4,802 -41%
LWMNY
35
Landmark Wealth Management (New York)
New York
$339K +$241 +5 +0.1%
SA
36
Scarborough Advisors
Maryland
$132K +$433 +9 +0.3%
SPIA
37
Steward Partners Investment Advisory
New York
$65.4K
SS
38
Sunbelt Securities
Texas
$57.1K -$37.5K -780 -41%
PTC
39
Private Trust Company
Ohio
$31.4K -$52.7K -1,094 -64%
GWM
40
Geneos Wealth Management
Colorado
$30.2K -$6.02K -125 -17%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$25.3K -$17.5K -364 -42%
Comerica Bank
42
Comerica Bank
Texas
$20.7K
PMFA
43
Plante Moran Financial Advisors
Michigan
$7.55K
TRCT
44
Tower Research Capital (TRC)
New York
$6.39K +$6.11K +127 New
CMP
45
Coston McIsaac & Partners
Maine
$4K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$604
CF
47
Centaurus Financial
California
-$474K -9,971 Closed
NFSG
48
Newbridge Financial Services Group
Florida
-$98.5K -2,070 Closed

VSDA Hedge Fund Activity: Q1 2024 in Review

46 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q1 2024, worth a combined $120M — down 4.8% from $127M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Pinnacle Financial Partners (Tennessee), adding an estimated $1.5M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 46 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $120M of VictoryShares Dividend Accelerator ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q1 2024 was Pinnacle Financial Partners (Tennessee), an estimated $1.5M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q1 2024 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.