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VictoryShares Dividend Accelerator ETF

42 hedge funds and large institutions have $108M invested in VictoryShares Dividend Accelerator ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

11% more funds holding

Funds holding: 3842 (+4)

3% more capital invested

Capital invested by funds: $105M → $108M (+$3.11M)

0.59% more ownership

Funds ownership: 50.96%51.56% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
15
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.3M +$733K +16,258 +5%
LPL Financial
2
LPL Financial
California
$13.5M +$2.3M +51,017 +21%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M +$918K +20,347 +8%
SOS
4
Silver Oak Securities
Tennessee
$11M +$1.65M +36,525 +18%
RJA
5
Raymond James & Associates
Florida
$10.7M -$448K -9,930 -4%
IRC
6
Investors Research Corp
Georgia
$7.44M +$302K +6,691 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.9M -$224K -4,954 -4%
ZIMP
8
Zimmermann Investment Management & Planning
Pennsylvania
$4.39M +$4.38M +97,113 New
Stifel Financial
9
Stifel Financial
Missouri
$4.05M -$136K -3,006 -3%
GIA
10
Gladstone Institutional Advisory
Florida
$3.21M -$10.8K -239 -0.3%
WWM
11
Western Wealth Management
Colorado
$3.05M +$325K +7,202 +12%
Bank of America
12
Bank of America
North Carolina
$2.84M -$220K -4,880 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.51M +$973K +21,566 +63%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.07M +$48.4K +1,072 +2%
MCC
15
Money Concepts Capital
Florida
$2.01M +$5.15M +114,255 +191%
GVAG
16
Great Valley Advisor Group
Delaware
$2M -$1.29M -28,593 -39%
Wells Fargo
17
Wells Fargo
California
$1.48M -$633K -14,030 -30%
AWS
18
Atria Wealth Solutions
New York
$839K +$836K +18,539 New
ASN
19
Advisory Services Network
Georgia
$472K +$37.6K +834 +9%
CF
20
Centaurus Financial
California
$456K +$454K +10,067 New
Baird Financial Group
21
Baird Financial Group
Wisconsin
$431K +$16.9K +375 +4%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$385K -$45.1K -1,000 -11%
TFS
23
Thoroughbred Financial Services
Tennessee
$361K +$8.26K +183 +2%
SI
24
Stephens Inc
Arkansas
$361K -$5.87K -130 -2%
CAN
25
Cetera Advisor Networks
California
$343K +$342K +7,584 New

VSDA Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q1 2023, worth a combined $108M — up 3% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $5.15M. The largest seller was Great Valley Advisor Group, cutting an estimated $1.29M.

  • 42 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $108M of VictoryShares Dividend Accelerator ETF stock for Q1 2023, up 3% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q1 2023 and 1 closed out, a net change of +6 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $5.15M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q1 2023 was Great Valley Advisor Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2023.