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VictoryShares Dividend Accelerator ETF

34 hedge funds and large institutions have $241M invested in VictoryShares Dividend Accelerator ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 7 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

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

13% more funds holding

Funds holding: 3034 (+4)

11% more capital invested

Capital invested by funds: $218M → $241M (+$23.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.51% less ownership

Funds ownership: 79.58%76.07% (-3.5%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$138M
GVAG
2
Great Valley Advisor Group
Delaware
$16.3M -$188K -4,934 -1%
RJA
3
Raymond James & Associates
Florida
$14.6M +$383K +10,038 +3%
Morgan Stanley
4
Morgan Stanley
New York
$12.4M +$2M +52,422 +20%
PFPT
5
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.31M +$27K +706 +0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.12M +$1.94M +50,671 +49%
HGWM
7
Harvest Group Wealth Management
Massachusetts
$6.03M -$210K -5,499 -3%
LPL Financial
8
LPL Financial
California
$5.88M -$44.9K -1,175 -0.8%
Bank of America
9
Bank of America
North Carolina
$5.67M -$3.97M -104,010 -42%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.12M -$1.36M -35,695 -22%
CCP
11
Cardan Capital Partners
Colorado
$4M +$177K +4,622 +5%
Stifel Financial
12
Stifel Financial
Missouri
$3.57M +$401K +10,511 +13%
GM
13
GeoWealth Management
Illinois
$2.63M +$462K +12,101 +22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.38M -$213K -5,574 -8%
MCC
15
Money Concepts Capital
Florida
$2.15M +$2.08M +54,401 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.78M +$1.71M +44,854 New
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$83.8K +2,195 +5%
Wells Fargo
18
Wells Fargo
California
$1.02M +$821K +21,492 +500%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$725K +$12.9K +338 +2%
IRC
20
Investors Research Corp
Georgia
$653K +$349K +9,126 +124%
EVM
21
Eaton Vance Management
Massachusetts
$500K +$482K +12,630 New
CW
22
CreativeOne Wealth
Kansas
$434K +$96.7K +2,533 +30%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$429K -$1.06M -27,825 -72%
SI
24
Stephens Inc
Arkansas
$305K +$294K +7,687 New
FWM
25
Frontier Wealth Management
Missouri
$256K +$18.7K +489 +8%

VSDA Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q4 2020, worth a combined $241M — up 11% from $218M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2M. The largest seller was Bank of America, cutting an estimated $3.97M.

  • 34 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $241M of VictoryShares Dividend Accelerator ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q4 2020 was Morgan Stanley, an estimated $2M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q4 2020 was Bank of America, an estimated $3.97M sold.

Based on aggregated 13F filings for Q4 2020.