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VictoryShares Dividend Accelerator ETF

41 hedge funds and large institutions have $127M invested in VictoryShares Dividend Accelerator ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $102M → $127M (+$24.4M)

5.51% more ownership

Funds ownership: 42.4%47.92% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 4341 (-2)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
16
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.4M +$13.3M +299,099 +101%
PFPT
2
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.9M +$967K +21,788 +7%
LPL Financial
3
LPL Financial
California
$14.5M -$383K -8,618 -3%
GVAG
4
Great Valley Advisor Group
Delaware
$13.9M +$1.73M +38,951 +15%
IRC
5
Investors Research Corp
Georgia
$8.74M +$299K +6,744 +4%
RJA
6
Raymond James & Associates
Florida
$6.2M -$313K -7,051 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.37M -$186K -4,192 -4%
Bank of America
8
Bank of America
North Carolina
$3.92M +$175K +3,933 +5%
GIA
9
Gladstone Institutional Advisory
Florida
$3.72M +$35.5K +800 +1%
DP
10
DDD Partners
Washington
$3.7M +$911K +20,511 +36%
Stifel Financial
11
Stifel Financial
Missouri
$3.33M -$674K -15,172 -18%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$259K +5,825 +11%
MCC
13
Money Concepts Capital
Florida
$2.75M -$47.1K -1,061 -2%
Wells Fargo
14
Wells Fargo
California
$1.79M +$560K +12,605 +51%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.56M -$604K -13,595 -29%
KFGK
16
Keystone Financial Group (Kentucky)
Kentucky
$1.36M -$28.3K -638 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$983K -$1.04M -23,452 -53%
AC
18
Apella Capital
Connecticut
$917K -$63.7K -1,434 -7%
CAN
19
Cetera Advisor Networks
California
$623K +$90.7K +2,044 +18%
ASN
20
Advisory Services Network
Georgia
$561K -$44.4K -1,000 -8%
WWM
21
Western Wealth Management
Colorado
$551K -$76.1K -1,715 -13%
IWC
22
Integrated Wealth Concepts
Massachusetts
$503K +$3.37K +76 +0.7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$476K -$3.73K -84 -0.8%
CF
24
Centaurus Financial
California
$474K -$7.68K -173 -2%
AF
25
Allworth Financial
California
$391K

VSDA Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q4 2023, worth a combined $127M — up 24% from $102M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VSDA and 1 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $13.3M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.22M sold.

  • 41 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q4 2023, down from 43 in Q3 2023.
  • Funds reported $127M of VictoryShares Dividend Accelerator ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 1 fund opened new VictoryShares Dividend Accelerator ETF positions in Q4 2023 and 3 closed out, a net change of -2 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q4 2023 was Morgan Stanley, an estimated $13.3M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2023.