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VictoryShares US 500 Volatility Wtd ETF (CFA) Institutional Ownership

VictoryShares US 500 Volatility Wtd ETF logo

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$17.59M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$10.61M
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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
11/15/2024 Jane Street Group LLC7,660$660K0.0%N/A0.118%
11/15/2024 Stifel Financial Corp65,314$5.63M0.0%-6.6%1.005%
11/15/2024 Integrated Wealth Concepts LLC16,482$1.42M0.0%+2.5%0.254%
11/15/2024 HighTower Advisors LLC3,221$278K0.0%N/A0.050%
11/13/2024 FMR LLC1,193$103K0.0%-55.0%0.018%
11/6/2024 Rossmore Private Capital21,700$1.87M0.2%-1.6%0.334%
11/5/2024 Nations Financial Group Inc. IA ADV12,207$1.05M0.1%+2.0%0.188%
10/24/2024 Patriot Financial Group Insurance Agency LLC6,151$530K0.1%-3.7%0.095%
10/24/2024 Hibernia Wealth Partners LLC7,615$656K0.2%N/A0.117%
10/23/2024 Silver Oak Securities Incorporated125,988$10.83M1.1%-1.3%1.938%
10/22/2024 Private Advisor Group LLC132,755$11.44M0.1%+0.1%2.042%
10/21/2024 Calton & Associates Inc.2,748$237K0.1%-5.1%0.042%
10/18/2024Raymond James & Associates45,063$3.88M0.0%-5.8%0.693%
10/10/2024 Concourse Financial Group Securities Inc.2,953$254K0.0%-3.8%0.045%
10/9/2024 TAP Consulting LLC81,208$7.00M1.4%+4.2%1.249%
10/3/2024 Private Client Services LLC2,877$248K0.1%+8.9%0.044%
9/5/2024 Sanctuary Advisors LLC11,203$877K0.0%N/A0.172%
8/16/2024 Northwestern Mutual Wealth Management Co.111,204$8.82M0.0%+89.8%1.711%
8/16/2024 Creative Planning8,688$689K0.0%+3.8%0.134%
8/15/2024 Smith Thornton Advisors LLC14,267$1.13M0.8%N/A0.219%
8/14/2024 EverSource Wealth Advisors LLC1,077$89K0.0%+25.1%0.017%
8/8/2024 Envestnet Asset Management Inc.116,478$9.24M0.0%-0.8%1.792%
8/6/2024 TAP Consulting LLC77,914$6.18M1.3%+9.6%1.199%
8/5/2024 Private Advisor Group LLC132,562$10.52M0.1%-3.3%2.039%
8/2/2024Larson Financial Group LLC51,420$4.08M0.3%N/A0.791%
7/30/2024 Key Financial Inc400$32K0.0%N/A0.006%
7/29/2024 Nations Financial Group Inc. IA ADV11,967$950K0.1%+1.5%0.184%
7/29/2024 Private Client Services LLC2,643$210K0.1%N/A0.041%
7/26/2024 Cambridge Investment Research Advisors Inc.27,600$2.19M0.0%+3.8%0.425%
7/26/2024 Signature Estate & Investment Advisors LLC3,055$242K0.0%N/A0.047%
7/26/2024 Allspring Global Investments Holdings LLC13,600$1.08M0.0%N/A0.209%
7/20/2024Raymond James Financial Services Advisors Inc.264,235$20.97M0.0%-0.5%4.065%
6/11/2024 EverSource Wealth Advisors LLC861$67K0.0%-48.5%0.013%
5/24/2024Cetera Advisors LLC4,261$347K0.0%-5.1%0.066%
5/17/2024 Comerica Bank277,481$22.58M0.1%-4.3%4.269%
5/8/2024 Avantax Advisory Services Inc.2,505$204K0.0%N/A0.039%
5/1/2024 Concourse Financial Group Securities Inc.3,118$254K0.0%-8.2%0.048%
4/30/2024 Private Advisor Group LLC137,099$11.15M0.1%-9.9%2.093%
4/29/2024Commonwealth Equity Services LLC49,649$4.04M0.0%-5.4%0.758%
4/26/2024 Yousif Capital Management LLC141,193$11.49M0.1%-12.1%2.156%
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4/25/2024 Cambridge Investment Research Advisors Inc.26,581$2.16M0.0%-23.7%0.406%
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%
4/23/2024Raymond 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%
2/12/2024 Stifel 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%
2/9/2024 Cambridge Investment Research Advisors Inc.34,827$2.60M0.0%-7.3%0.458%
2/9/2024 EverSource Wealth Advisors LLC1,673$125K0.0%-61.9%0.022%
2/9/2024 Keystone Financial Group14,413$1.08M0.2%-19.8%0.190%
2/9/2024 Wells Fargo & Company MN282,259$21.07M0.0%-2.5%3.714%
2/9/2024 UBS Group AG327,759$24.46M0.0%-1.6%4.313%
2/8/2024 Level Four Advisory Services LLC32,006$2.39M0.1%+1.5%0.421%
2/7/2024 Rossmore Private Capital20,762$1.57M0.2%+37.1%0.273%
2/7/2024 Calton & Associates Inc.3,273$244K0.1%N/A0.043%
2/6/2024 Private Advisor Group LLC152,170$11.36M0.1%-0.5%2.002%
2/5/2024 Silver 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%
1/24/2024 Private Trust Co. NA442$33K0.0%N/A0.006%
1/19/2024 Hibernia Wealth Partners LLC7,625$569K0.4%-21.9%0.100%
1/16/2024Raymond 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%
11/21/2023 Comerica Bank290,167$19.76M0.1%N/A3.818%
11/20/2023 Silver Oak Securities Incorporated132,225$9.00M1.7%-0.1%1.740%
11/15/2023 Stonebridge Capital Advisors LLC1,742$119K0.0%N/A0.023%
11/13/2023 Stifel Financial Corp81,298$5.54M0.0%-1.4%1.070%
11/13/2023 LPL Financial LLC429,598$29.25M0.0%-1.2%5.653%
11/9/2023 UBS Group AG332,991$22.67M0.0%+2.0%4.381%
11/8/2023Pathstone Family Office LLC7,769$529K0.0%N/A0.102%
11/8/2023 Atria Wealth Solutions Inc.3,276$223K0.0%-21.9%0.043%
11/6/2023 Keystone Financial Group17,980$1.22M0.2%+5.0%0.237%
11/4/2023 NBC Securities Inc.783$53K0.0%N/A0.010%
11/4/2023 EverSource Wealth Advisors LLC4,391$299K0.0%+13.3%0.058%
11/3/2023 Private Advisor Group LLC152,910$10.41M0.1%-8.8%2.012%
10/30/2023 Yousif Capital Management LLC160,695$10.94M0.1%N/A2.114%
10/27/2023 Planning Directions Inc.3,515$239K0.2%-6.8%0.046%
10/24/2023Raymond James Financial Services Advisors Inc.267,864$18.24M0.0%-0.3%3.525%
10/24/2023 Cambridge 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%
10/12/2023IFP Advisors Inc3,227$220K0.0%-5.8%0.042%
10/12/2023 Hibernia Wealth Partners LLC9,759$664K0.5%N/A0.128%
8/14/2023 Guidance Capital Inc.3,211$231K0.1%N/A0.042%
8/10/2023 Osaic 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%
8/10/2023 Private Advisor Group LLC167,716$11.92M0.1%-21.7%2.207%
8/9/2023 Flow Traders U.S. LLC7,837$557K0.0%N/A0.103%
8/7/2023 Keystone Financial Group17,122$1.22M0.2%N/A0.225%
8/4/2023 Envestnet Asset Management Inc.119,960$8.53M0.0%+1.8%1.454%
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8/4/2023 EverSource Wealth Advisors LLC3,874$275K0.0%N/A0.047%
8/2/2023 Silver Oak Securities Incorporated132,391$9.41M1.5%-3.2%1.605%
8/1/2023 Truist Financial Corp4,556$324K0.0%+9.1%0.055%
8/1/2023 Money Concepts Capital Corp18,632$1.32M0.1%-90.0%0.226%
7/31/2023 LPL Financial LLC434,832$30.91M0.0%-11.7%5.271%
7/25/2023Raymond James Financial Services Advisors Inc.268,561$19.09M0.0%+5.1%3.255%
7/25/2023Raymond James & Associates53,675$3.82M0.0%-6.8%0.651%
7/21/2023 Creative Planning7,904$562K0.0%-3.5%0.096%
7/19/2023 TAP Consulting LLC57,286$4.07M1.0%-14.9%0.694%
7/19/2023 Planning Directions Inc.3,772$268K0.2%-12.4%0.046%
(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, 64 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), Comerica Bank ($22.58M), Wells Fargo & Company MN ($21.07M), Raymond James Financial Services Advisors Inc. ($20.97M), and Yousif Capital Management LLC ($11.49M).Learn more on CFA's institutional investors.

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

Of the 48 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 ($214.39K), Money Concepts Capital Corp ($163.25K), Yousif Capital Management LLC ($160.70K), LPL Financial LLC ($94.11K), Northwestern Mutual Wealth Management Co. ($53.50K), and Larson Financial Group LLC ($51.42K).

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

Institutional investors have bought a total of 1,365,472 shares in the last 24 months. This purchase volume represents approximately $137.20M in transactions.

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

Of the 39 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: Money Concepts Capital Corp ($167.31K), Private Advisor Group LLC ($119.27K), LPL Financial LLC ($62.76K), Victory Capital Management Inc. ($33K), Silver Oak Securities Incorporated ($30.70K), TAP Consulting LLC ($26.68K), and Yousif Capital Management LLC ($19.50K).

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

Institutional investors have sold a total of 564,689 shares in the last 24 months. This volume of shares sold represents approximately $48.68M in transactions.



This page (NASDAQ:CFA) was last updated on 12/18/2024 by MarketBeat.com Staff
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