We are live on ! Find out more
VSDA icon

VictoryShares Dividend Accelerator ETF

48 hedge funds and large institutions have $127M invested in VictoryShares Dividend Accelerator ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $118M → $127M (+$9.03M)

4% more funds holding

Funds holding: 4648 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 49.01%48% (-1%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.1M +$948K +18,645 +4%
GVAG
2
Great Valley Advisor Group
Delaware
$19.3M +$1.33M +26,101 +8%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M -$112K -2,208 -0.8%
LPL Financial
4
LPL Financial
California
$14.1M +$253K +4,983 +2%
IRC
5
Investors Research Corp
Georgia
$11.5M +$819K +16,107 +8%
Bank of America
6
Bank of America
North Carolina
$5.71M -$80K -1,574 -1%
DP
7
DDD Partners
Washington
$4.93M +$248K +4,869 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.6M -$141K -2,781 -3%
GIA
9
Gladstone Institutional Advisory
Florida
$4.5M +$64.7K +1,272 +2%
MCC
10
Money Concepts Capital
Florida
$2.91M -$35.3K -695 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.39M +$137K +2,687 +6%
RJA
12
Raymond James & Associates
Florida
$2.11M -$52.4K -1,030 -3%
Wells Fargo
13
Wells Fargo
California
$1.62M -$10K -197 -0.6%
Jane Street
14
Jane Street
New York
$1.29M -$75.5K -1,484 -6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$4.93M -96,969 -82%
KFGK
16
Keystone Financial Group (Kentucky)
Kentucky
$1.08M +$1.03M +20,330 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.08M -$820K -16,131 -44%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$908K +$71.8K +1,413 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$877K -$4.53K -89 -0.5%
AC
20
Apella Capital
Connecticut
$866K -$11.6K -228 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$826K -$308K -6,056 -28%
BWP
22
Baldwin Wealth Partners
Massachusetts
$663K +$634K +12,476 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$605K +$2.95K +58 +0.5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$566K +$128K +2,516 +31%
ASN
25
Advisory Services Network
Georgia
$532K

VSDA Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VictoryShares Dividend Accelerator ETF (VSDA) for Q3 2024, worth a combined $127M — up 7.6% from $118M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSDA positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $1.33M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.93M.

  • 48 institutional investors held VictoryShares Dividend Accelerator ETF (VSDA) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $127M of VictoryShares Dividend Accelerator ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 7 funds opened new VictoryShares Dividend Accelerator ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest VictoryShares Dividend Accelerator ETF buyer in Q3 2024 was Great Valley Advisor Group, an estimated $1.33M added.
  • The largest VictoryShares Dividend Accelerator ETF seller in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $4.93M sold.

Based on aggregated 13F filings for Q3 2024.