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VictoryShares Dividend Accelerator ETF

46 hedge funds and large institutions have $120M invested in VictoryShares Dividend Accelerator ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 4146 (+5)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $127M → $120M (-$6.05M)

1.42% less ownership

Funds ownership: 47.92%46.5% (-1.4%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.4M +$1.5M +31,252 +9%
GVAG
2
Great Valley Advisor Group
Delaware
$16.1M +$1.32M +27,339 +9%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M -$15M -311,136 -52%
LPL Financial
4
LPL Financial
California
$13.2M -$2.04M -42,274 -14%
IRC
5
Investors Research Corp
Georgia
$9.5M +$250K +5,194 +3%
Bank of America
6
Bank of America
North Carolina
$4.82M +$638K +13,261 +16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.72M -$918K -19,071 -17%
DP
8
DDD Partners
Washington
$4.29M +$353K +7,332 +9%
GIA
9
Gladstone Institutional Advisory
Florida
$4.14M +$193K +4,003 +5%
Stifel Financial
10
Stifel Financial
Missouri
$3.61M +$78.4K +1,628 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$3.02M +$53.7K +1,116 +2%
MCC
12
Money Concepts Capital
Florida
$2.85M -$54.5K -1,133 -2%
RJA
13
Raymond James & Associates
Florida
$2.22M -$4.15M -86,173 -66%
Wells Fargo
14
Wells Fargo
California
$1.53M -$346K -7,181 -19%
GS
15
GTS Securities
New York
$1.5M +$1.43M +29,805 New
Osaic Holdings
16
Osaic Holdings
Arizona
$1.46M -$174K -3,620 -11%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$1.42M -$19.8K -412 -1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.14M +$1.09M +22,723 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.09M +$1.04M +21,604 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.04M +$193 +4 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$847K +$592K +12,295 +272%
AC
22
Apella Capital
Connecticut
$824K -$142K -2,960 -15%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$818K +$782K +16,250 New
CAN
24
Cetera Advisor Networks
California
$788K +$124K +2,572 +20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$765K +$732K +15,197 New

VSDA Hedge Fund Activity: Q1 2024 in Review

46 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q1 2024, worth a combined $120M — down 4.8% from $127M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Pinnacle Financial Partners (Tennessee), adding an estimated $1.5M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 46 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $120M of VictoryShares Dividend Accelerator ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q1 2024 was Pinnacle Financial Partners (Tennessee), an estimated $1.5M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q1 2024 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.