VictoryShares Dividend Accelerator ETF
VSDA
43 hedge funds and large institutions have $102M invested in VictoryShares Dividend Accelerator ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
2% less funds holding
Funds holding: 44 → 43 (-1)
3.53% less ownership
Funds ownership: 45.94% → 42.4% (-3.5%)
12% less capital invested
Capital invested by funds: $116M → $102M (-$13.7M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.13M |
| 3 |
Morgan Stanley
New York
|
+$420K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$376K |
| 5 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$3.67M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.99M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$2.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$252K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$241K |
VSDA Hedge Fund Activity: Q3 2023 in Review
43 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q3 2023, worth a combined $102M — down 12% from $116M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VSDA and 2 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $1.17M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $3.67M sold.
- 43 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q3 2023, down from 44 in Q2 2023.
- Funds reported $102M of VictoryShares Dividend Accelerator ETF stock for Q3 2023, down 12% quarter-over-quarter.
- 2 funds opened new VictoryShares Dividend Accelerator ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest VictoryShares Dividend Accelerator ETF buyer in Q3 2023 was LPL Financial, an estimated $1.17M added.
- The largest VictoryShares Dividend Accelerator ETF seller in Q3 2023 was Zimmermann Investment Management & Planning, an estimated $3.67M sold.
Based on aggregated 13F filings for Q3 2023.