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VictoryShares US 500 Volatility Wtd ETF (CFA) Institutional Ownership

Notice: This company has been marked as potentially delisted and may not be actively trading.

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$40.16M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$31.62M
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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
5/24/2024 Cetera 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%
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%
4/23/2024 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%
2/12/2024 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%
1/16/2024 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%
11/21/2023 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%
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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%
10/24/2023 Raymond 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%
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%
7/25/2023 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%
7/21/2023 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%
7/19/2023 Abundance Wealth Counselors3,434$244K0.1%N/A0.042%
7/17/2023 Patriot Financial Group Insurance Agency LLC6,492$461K0.1%-3.3%0.079%
7/13/2023 Cambridge Investment Research Advisors Inc.37,805$2.69M0.0%-1.4%0.458%
6/5/2023 Level Four Advisory Services LLC31,802$2.19M0.1%-3.6%0.376%
5/12/2023 Tradition Wealth Management LLC1,320$91K0.0%N/A0.016%
5/11/2023 Cambridge Investment Research Advisors Inc.38,345$2.64M0.0%+26.5%0.454%
5/11/2023 Planning Directions Inc.4,305$296K0.2%-9.1%0.051%
5/11/2023 Envestnet 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%
5/10/2023 Private Advisor Group LLC214,193$14.73M0.1%N/A2.535%
5/10/2023 LPL Financial LLC492,361$33.85M0.0%+14.0%5.827%
5/9/2023 TBH Global Asset Management LLC10,897$749K0.2%N/A0.129%
5/5/2023 Truist Financial Corp4,177$287K0.0%-28.1%0.049%
5/5/2023 Silver Oak Securities Incorporated136,781$9.40M1.5%-0.5%1.619%
5/3/2023 Integrated Wealth Concepts LLC7,295$502K0.0%+9.3%0.086%
5/2/2023 Rossmore Private Capital12,897$887K0.1%+1.9%0.153%
5/2/2023 Victory Capital Management Inc.160,695$11.05M0.0%-9.3%1.902%
5/1/2023 Money Concepts Capital Corp185,945$2.03M0.1%+719.3%2.201%
5/1/2023 CWM LLC1,416$97K0.0%-34.6%0.017%
4/28/2023 Janney Montgomery Scott LLC5,168$355K0.0%-13.7%0.061%
4/25/2023 Eudaimonia Partners LLC22,862$1.57M0.4%+99.9%0.271%
4/20/2023 Patriot 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%
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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%
3/6/2023 Rockefeller Capital Management L.P.9,822$665K0.0%-6.8%0.116%
2/21/2023 Northwestern Mutual Wealth Management Co.126,644$8.58M0.0%+0.7%1.333%
2/13/2023 BOKF NA15,462$1.05M0.0%-3.4%0.163%
2/10/2023 Bank of America Corp DE759,149$51.43M0.0%+6.0%7.991%
2/10/2023 Advisor Group Holdings Inc.61,513$4.17M0.0%-7.2%0.648%
2/9/2023 Victory 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%
(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, 58 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), Raymond James Financial Services Advisors Inc. ($21.61M), Wells Fargo & Company MN ($21.07M), 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 42 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), LPL Financial LLC ($103.10K), Raymond James Financial Services Advisors Inc. ($68.84K), and TAP Consulting LLC ($43.68K).

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

Institutional investors have bought a total of 1,313,777 shares in the last 24 months. This purchase volume represents approximately $138.70M 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: Money Concepts Capital Corp ($167.62K), Private Advisor Group LLC ($132.03K), 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 662,418 shares in the last 24 months. This volume of shares sold represents approximately $63.01M in transactions.


This page (NASDAQ:CFA) was last updated on 6/2/2024 by MarketBeat.com Staff

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