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VictoryShares Dividend Accelerator ETF

36 hedge funds and large institutions have $256M invested in VictoryShares Dividend Accelerator ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $240M → $256M (+$16M)

3.46% more ownership

Funds ownership: 70.78%74.25% (+3.5%)

3% more funds holding

Funds holding: 3536 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
17
Reduced
10
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
$151M -$2.01M -46,254 -1%
Morgan Stanley
2
Morgan Stanley
New York
$14.8M +$483K +11,112 +3%
RJA
3
Raymond James & Associates
Florida
$13M +$985K +22,646 +8%
PFPT
4
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.1M +$293K +6,726 +3%
PWA
5
Pinnacle Wealth Advisors
Tennessee
$10.1M +$10M +229,781 New
LPL Financial
6
LPL Financial
California
$6.94M -$128K -2,940 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.86M +$936K +21,502 +16%
GVAG
8
Great Valley Advisor Group
Delaware
$6.01M -$10.3M -237,084 -64%
Bank of America
9
Bank of America
North Carolina
$4.69M -$409K -9,391 -8%
Stifel Financial
10
Stifel Financial
Missouri
$4.63M +$396K +9,099 +10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.45M +$434K +9,982 +11%
Wells Fargo
12
Wells Fargo
California
$4.04M +$245K +5,628 +7%
GM
13
GeoWealth Management
Illinois
$2.87M +$135K +3,102 +5%
AC
14
Apella Capital
Connecticut
$2.2M +$2.17M +49,768 New
IRC
15
Investors Research Corp
Georgia
$2.06M +$677K +15,566 +50%
KFGK
16
Keystone Financial Group (Kentucky)
Kentucky
$1.67M -$187K -4,305 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.37M -$324K -7,452 -19%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$273K +6,277 +25%
HGWM
19
Harvest Group Wealth Management
Massachusetts
$965K -$591K -13,592 -38%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$911K +$7.27K +167 +0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$846K -$1.05M -24,022 -56%
WWM
22
Western Wealth Management
Colorado
$790K +$234K +5,382 +43%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$785K +$552K +12,688 +249%
EVM
24
Eaton Vance Management
Massachusetts
$663K +$104K +2,400 +19%
CW
25
CreativeOne Wealth
Kansas
$541K +$61.3K +1,410 +13%

VSDA Hedge Fund Activity: Q2 2021 in Review

36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q2 2021, worth a combined $256M — up 6.7% from $240M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VSDA positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Apella Capital, opening a new position worth an estimated $2.17M. The largest seller was Great Valley Advisor Group, cutting an estimated $10.3M.

  • 36 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q2 2021, up from 35 in Q1 2021.
  • Funds reported $256M of VictoryShares Dividend Accelerator ETF stock for Q2 2021, up 6.7% quarter-over-quarter.
  • 5 funds opened new VictoryShares Dividend Accelerator ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q2 2021 was Apella Capital, an estimated $2.17M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q2 2021 was Great Valley Advisor Group, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2021.