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VictoryShares Dividend Accelerator ETF

48 hedge funds and large institutions have $127M invested in VictoryShares Dividend Accelerator ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $118M → $127M (+$9.03M)

4% more funds holding

Funds holding: 4648 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 49.01%48% (-1%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$485K +$102 +2 +0%
BW
27
Bison Wealth
Georgia
$467K -$2.03K -40 -0.5%
AF
28
Allworth Financial
California
$437K
LWMNY
29
Landmark Wealth Management (New York)
New York
$337K +$763 +15 +0.2%
UBS Group
30
UBS Group
Switzerland
$336K +$322K +6,329 New
SI
31
Stephens Inc
Arkansas
$314K +$1.73K +34 +0.6%
IAN
32
Integrated Advisors Network
Texas
$291K +$61.2K +1,203 +28%
WWM
33
Western Wealth Management
Colorado
$278K -$9.3K -183 -3%
HF
34
HRT Financial
New York
$268K +$257K +5,054 New
FFN
35
Focus Financial Network
Minnesota
$253K +$610 +12 +0.3%
CWM
36
Cornerstone Wealth Management
Missouri
$216K +$206K +4,060 New
GWSG
37
GPS Wealth Strategies Group
Colorado
$160K +$126K +2,470 +451%
SPIA
38
Steward Partners Investment Advisory
New York
$69.1K
SS
39
Sunbelt Securities
Texas
$38.5K
PTC
40
Private Trust Company
Ohio
$28.7K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$26.7K
Comerica Bank
42
Comerica Bank
Texas
$21.8K
IA
43
IFP Advisors
Florida
$15.9K +$15.3K +300 New
NS
44
NBC Securities
Alabama
$9K +$9.56K +188 New
GWM
45
Geneos Wealth Management
Colorado
$7.97K -$2.54K -50 -25%
PMFA
46
Plante Moran Financial Advisors
Michigan
$7.97K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$6.59K +$5.39K +106 +589%
CMP
48
Coston McIsaac & Partners
Maine
$4 +$51 +1 +1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$1.64M -33,981 Closed
Baird Financial Group
50
Baird Financial Group
Wisconsin
-$457K -9,468 Closed

VSDA Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q3 2024, worth a combined $127M — up 7.6% from $118M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $1.33M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.93M.

  • 48 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $127M of VictoryShares Dividend Accelerator ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $1.33M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $4.93M sold.

Based on aggregated 13F filings for Q3 2024.