VictoryShares US 500 Volatility Wtd ETF (CFA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for VictoryShares US 500 Volatility Wtd ETF (NASDAQ:CFA)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$105.45M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$29.99M
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CFA Institutional Buying and Selling by Quarter

VictoryShares US 500 Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Nations Financial Group Inc. IA ADV11,795$960K0.1%+12.4%0.180%
4/23/2024 TAP Consulting LLC71,110$5.79M1.3%-19.0%1.086%
4/23/2024 Raymond James Financial Services Advisors Inc.265,604$21.61M0.0%+1.1%4.055%
4/16/2024 Calton & Associates Inc.2,918$237K0.1%-10.8%0.038%
4/9/2024 Mather Group LLC.1,197$89K0.0%N/A0.016%
2/12/2024Stifel Financial Corp76,674$5.72M0.0%-5.7%1.009%
2/9/2024 Nations Financial Group Inc. IA ADV10,493$783K0.1%+6.9%0.138%
2/9/2024Cambridge Investment Research Advisors Inc.34,827$2.60M0.0%-7.3%0.458%
2/9/2024EverSource Wealth Advisors LLC1,673$125K0.0%-61.9%0.022%
2/9/2024Keystone Financial Group14,413$1.08M0.2%-19.8%0.190%
2/9/2024Wells Fargo & Company MN282,259$21.07M0.0%-2.5%3.714%
2/9/2024UBS Group AG327,759$24.46M0.0%-1.6%4.313%
2/8/2024Level Four Advisory Services LLC32,006$2.39M0.1%+1.5%0.421%
2/7/2024Rossmore Private Capital20,762$1.57M0.2%+37.1%0.273%
2/7/2024 Calton & Associates Inc.3,273$244K0.1%N/A0.043%
2/6/2024Private Advisor Group LLC152,170$11.36M0.1%-0.5%2.002%
2/5/2024Silver Oak Securities Incorporated128,948$9.62M1.3%-2.5%1.697%
2/2/2024 TAP Consulting LLC87,747$6.55M1.6%+34.5%1.155%
2/1/2024 CWM LLC706$53K0.0%-50.1%0.009%
1/24/2024Private Trust Co. NA442$33K0.0%N/A0.006%
1/19/2024Hibernia Wealth Partners LLC7,625$569K0.4%-21.9%0.100%
1/16/2024 Raymond James Financial Services Advisors Inc.262,731$19.61M0.0%-1.9%3.457%
12/5/2023 TAP Consulting LLC65,248$4.44M1.1%+13.9%0.859%
11/21/2023Comerica Bank290,167$19.76M0.1%N/A3.818%
11/20/2023Silver Oak Securities Incorporated132,225$9.00M1.7%-0.1%1.740%
11/15/2023Stonebridge Capital Advisors LLC1,742$119K0.0%N/A0.023%
11/13/2023Stifel Financial Corp81,298$5.54M0.0%-1.4%1.070%
11/13/2023LPL Financial LLC429,598$29.25M0.0%-1.2%5.653%
11/9/2023UBS Group AG332,991$22.67M0.0%+2.0%4.381%
11/8/2023Pathstone Family Office LLC7,769$529K0.0%N/A0.102%
11/8/2023Atria Wealth Solutions Inc.3,276$223K0.0%-21.9%0.043%
11/6/2023Keystone Financial Group17,980$1.22M0.2%+5.0%0.237%
11/4/2023 NBC Securities Inc.783$53K0.0%N/A0.010%
11/4/2023EverSource Wealth Advisors LLC4,391$299K0.0%+13.3%0.058%
11/3/2023Private Advisor Group LLC152,910$10.41M0.1%-8.8%2.012%
10/30/2023Yousif Capital Management LLC160,695$10.94M0.1%N/A2.114%
10/27/2023Planning Directions Inc.3,515$239K0.2%-6.8%0.046%
10/24/2023 Raymond James Financial Services Advisors Inc.267,864$18.24M0.0%-0.3%3.525%
10/24/2023Cambridge Investment Research Advisors Inc.37,561$2.56M0.0%-0.6%0.494%
10/23/2023Commonwealth Equity Services LLC50,537$3.44M0.0%+3.9%0.665%
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10/12/2023IFP Advisors Inc3,227$220K0.0%-5.8%0.042%
10/12/2023Hibernia Wealth Partners LLC9,759$664K0.5%N/A0.128%
8/14/2023 Guidance Capital Inc.3,211$231K0.1%N/A0.042%
8/10/2023Osaic Holdings Inc.57,380$4.08M0.0%-3.1%0.755%
8/10/2023Commonwealth Equity Services LLC48,636$3.46M0.0%+5.0%0.640%
8/10/2023Private Advisor Group LLC167,716$11.92M0.1%-21.7%2.207%
8/9/2023Flow Traders U.S. LLC7,837$557K0.0%N/A0.103%
8/7/2023Keystone Financial Group17,122$1.22M0.2%N/A0.225%
8/4/2023Envestnet Asset Management Inc.119,960$8.53M0.0%+1.8%1.454%
8/4/2023EverSource Wealth Advisors LLC3,874$275K0.0%N/A0.047%
8/2/2023Silver Oak Securities Incorporated132,391$9.41M1.5%-3.2%1.605%
8/1/2023Truist Financial Corp4,556$324K0.0%+9.1%0.055%
8/1/2023Money Concepts Capital Corp18,632$1.32M0.1%-90.0%0.226%
7/31/2023LPL Financial LLC434,832$30.91M0.0%-11.7%5.271%
7/25/2023 Raymond James Financial Services Advisors Inc.268,561$19.09M0.0%+5.1%3.255%
7/25/2023 Raymond James & Associates53,675$3.82M0.0%-6.8%0.651%
7/21/2023Creative Planning7,904$562K0.0%-3.5%0.096%
7/19/2023 TAP Consulting LLC57,286$4.07M1.0%-14.9%0.694%
7/19/2023Planning Directions Inc.3,772$268K0.2%-12.4%0.046%
7/19/2023 Abundance Wealth Counselors3,434$244K0.1%N/A0.042%
7/17/2023Patriot Financial Group Insurance Agency LLC6,492$461K0.1%-3.3%0.079%
7/13/2023Cambridge Investment Research Advisors Inc.37,805$2.69M0.0%-1.4%0.458%
6/5/2023Level Four Advisory Services LLC31,802$2.19M0.1%-3.6%0.376%
5/12/2023Tradition Wealth Management LLC1,320$91K0.0%N/A0.016%
5/11/2023Cambridge Investment Research Advisors Inc.38,345$2.64M0.0%+26.5%0.454%
5/11/2023Planning Directions Inc.4,305$296K0.2%-9.1%0.051%
5/11/2023Envestnet Asset Management Inc.117,818$8.10M0.0%-1.7%1.394%
5/11/2023Commonwealth Equity Services LLC46,334$3.19M0.0%+14.9%0.548%
5/10/2023Private Advisor Group LLC214,193$14.73M0.1%N/A2.535%
5/10/2023LPL Financial LLC492,361$33.85M0.0%+14.0%5.827%
5/9/2023TBH Global Asset Management LLC10,897$749K0.2%N/A0.129%
5/5/2023Truist Financial Corp4,177$287K0.0%-28.1%0.049%
5/5/2023Silver Oak Securities Incorporated136,781$9.40M1.5%-0.5%1.619%
5/3/2023Integrated Wealth Concepts LLC7,295$502K0.0%+9.3%0.086%
5/2/2023Rossmore Private Capital12,897$887K0.1%+1.9%0.153%
5/2/2023Victory Capital Management Inc.160,695$11.05M0.0%-9.3%1.902%
5/1/2023Money Concepts Capital Corp185,945$2.03M0.1%+719.3%2.201%
5/1/2023 CWM LLC1,416$97K0.0%-34.6%0.017%
4/28/2023Janney Montgomery Scott LLC5,168$355K0.0%-13.7%0.061%
4/25/2023Eudaimonia Partners LLC22,862$1.57M0.4%+99.9%0.271%
4/20/2023Patriot Financial Group Insurance Agency LLC6,714$462K0.1%N/A0.079%
4/18/2023 TAP Consulting LLC67,329$4.63M1.1%+2.9%0.797%
4/18/2023IFP Advisors Inc3,423$170K0.0%-59.8%0.041%
4/14/2023 Raymond James Financial Services Advisors Inc.255,550$17.57M0.0%+0.3%3.024%
4/14/2023 Raymond James & Associates57,603$3.96M0.0%+4.5%0.682%
3/6/2023Rockefeller Capital Management L.P.9,822$665K0.0%-6.8%0.116%
2/21/2023Northwestern Mutual Wealth Management Co.126,644$8.58M0.0%+0.7%1.333%
2/13/2023BOKF NA15,462$1.05M0.0%-3.4%0.163%
2/10/2023Bank of America Corp DE759,149$51.43M0.0%+6.0%7.991%
2/10/2023Advisor Group Holdings Inc.61,513$4.17M0.0%-7.2%0.648%
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2/9/2023Victory Capital Management Inc.160,695$11.46M0.0%-9.3%1.692%
2/8/2023 Raymond James Financial Services Advisors Inc.254,770$17.26M0.0%+0.8%2.682%
2/8/2023 Raymond James & Associates55,131$3.74M0.0%-1.5%0.580%
2/8/2023UBS Group AG343,039$23.24M0.0%+0.1%3.611%
2/8/2023Cambridge Investment Research Advisors Inc.30,312$2.05M0.0%+56.0%0.319%
2/8/2023Planning Directions Inc.4,736$321K0.2%-6.1%0.050%
2/7/2023 Nations Financial Group Inc. IA ADV7,909$536K0.1%-12.3%0.083%
2/7/2023Commonwealth Equity Services LLC40,308$2.73M0.0%+50.2%0.424%
2/7/2023LPL Financial LLC432,034$29.27M0.0%+8.5%4.548%
2/7/2023IFP Advisors Inc8,505$422K0.0%-10.9%0.090%
(Data available from 1/1/2016 forward)

CFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CFA shares?

During the previous two years, 60 institutional investors and hedge funds held shares of VictoryShares US 500 Volatility Wtd ETF. The most heavily invested institutionals were Bank of America Corp DE ($51.43M), LPL Financial LLC ($29.25M), UBS Group AG ($24.46M), Raymond James Financial Services Advisors Inc. ($21.61M), Wells Fargo & Company MN ($21.07M), Comerica Bank ($19.76M), and Private Advisor Group LLC ($11.36M).Learn more on CFA's institutional investors.

Which institutional investors have been buying VictoryShares US 500 Volatility Wtd ETF stock?

Of the 43 institutional investors that purchased VictoryShares US 500 Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Comerica Bank ($290.17K), Private Advisor Group LLC ($230.27K), Money Concepts Capital Corp ($163.25K), Yousif Capital Management LLC ($160.70K), SILVER OAK SECURITIES Inc ($141.66K), LPL Financial LLC ($103.10K), and Raymond James Financial Services Advisors Inc. ($74.41K).

How much institutional buying is happening at VictoryShares US 500 Volatility Wtd ETF?

Institutional investors have bought a total of 1,470,482 shares in the last 24 months. This purchase volume represents approximately $162.21M in transactions.

Which VictoryShares US 500 Volatility Wtd ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold VictoryShares US 500 Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($186.36K), Money Concepts Capital Corp ($167.62K), LPL Financial LLC ($62.76K), Bank of America Corp DE ($59.70K), Victory Capital Management Inc. ($33K), Silver Oak Securities Incorporated ($29.03K), and TAP Consulting LLC ($26.68K).

How much institutional selling is happening at VictoryShares US 500 Volatility Wtd ETF?

Institutional investors have sold a total of 685,112 shares in the last 24 months. This volume of shares sold represents approximately $70.37M in transactions.


This page (NASDAQ:CFA) was last updated on 4/24/2024 by MarketBeat.com Staff

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