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VictoryShares Dividend Accelerator ETF

44 hedge funds and large institutions have $116M invested in VictoryShares Dividend Accelerator ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 11 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

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $108M → $116M (+$8.09M)

5% more funds holding

Funds holding: 4244 (+2)

5.62% less ownership

Funds ownership: 51.56%45.94% (-5.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
20
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.6M +$930K +20,706 +7%
Morgan Stanley
2
Morgan Stanley
New York
$13.3M +$209K +4,649 +2%
LPL Financial
3
LPL Financial
California
$13.3M -$480K -10,702 -4%
GVAG
4
Great Valley Advisor Group
Delaware
$10.6M +$8.26M +183,908 +416%
IRC
5
Investors Research Corp
Georgia
$7.91M +$300K +6,677 +4%
RJA
6
Raymond James & Associates
Florida
$6.56M -$4.27M -95,044 -40%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.65M +$145K +3,231 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.13M +$128K +2,848 +3%
Stifel Financial
9
Stifel Financial
Missouri
$3.87M -$261K -5,819 -6%
ZIMP
10
Zimmermann Investment Management & Planning
Pennsylvania
$3.67M -$799K -17,804 -18%
Bank of America
11
Bank of America
North Carolina
$3.45M +$522K +11,618 +18%
GIA
12
Gladstone Institutional Advisory
Florida
$3.36M +$78.5K +1,748 +2%
WWM
13
Western Wealth Management
Colorado
$3.29M +$171K +3,800 +6%
MCC
14
Money Concepts Capital
Florida
$2.73M -$5.16M -114,833 -66%
DP
15
DDD Partners
Washington
$2.58M +$2.5M +55,713 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$340K +7,584 +17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.08M -$474K -10,560 -19%
KFGK
18
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$1.46M +32,633 New
Wells Fargo
19
Wells Fargo
California
$1.41M -$99.4K -2,215 -7%
AWS
20
Atria Wealth Solutions
New York
$1.15M +$285K +6,339 +34%
AC
21
Apella Capital
Connecticut
$970K +$941K +20,961 New
CF
22
Centaurus Financial
California
$602K +$132K +2,939 +29%
ASN
23
Advisory Services Network
Georgia
$550K +$65.1K +1,450 +14%
IWC
24
Integrated Wealth Concepts
Massachusetts
$445K +$432K +9,618 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$444K +$3.95K +88 +0.9%

VSDA Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q2 2023, worth a combined $116M — up 7.5% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $8.26M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $11M sold.

  • 44 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q2 2023, up from 42 in Q1 2023.
  • Funds reported $116M of VictoryShares Dividend Accelerator ETF stock for Q2 2023, up 7.5% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q2 2023 was Great Valley Advisor Group, an estimated $8.26M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q2 2023 was Silver Oak Securities, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2023.