VictoryShares US EQ Income Enhanced Volatility Wtd
CDC • NASDAQ
VictoryShares US EQ Income Enhanced Volatility Wtd is an exchange-traded fund on NASDAQ. As of Q3 2025, 95 institutional investors hold shares in this ETF, with total holdings valued at $498.3M. MORGAN STANLEY is the largest holder with a position valued at $82.9M.
Overview
Overview of institutional ownership in CDC as of Q3 2025
All Institutions
- Institutions
- 95
- Value Held
- $498.3M
- Shares Held
- 7.5M
- Avg Position
- $5.2M
- Median Position
- $565.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $3.1M
- Shares Held
- 46.2K
- Avg Position
- $3.1M
- Median Position
- $3.1M
Biggest Investors
Institutions with the largest positions in CDC as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $82.9M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $48.6M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $39.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $38.4M 0.01% of portfolio |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $33.3M 2.51% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $31.5M 0.02% of portfolio |
 ATLANTIC FAMILY WEALTH, LLC RIA/Wealth | $25.6M 19.86% of portfolio |
 CWM, LLC RIA/Wealth | $21.8M 0.07% of portfolio |
R ROYAL BANK OF CANADA Institution | $19.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $15.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CDC in Q3 2025
- Traded
- −$12.5M
- Buyers
- 25
- Sellers
- 61
- Total Bought
- +$9.8M
- Total Sold
- −$22.3M
- Avg Position
- $4.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Goss Wealth Management LLC RIA/Wealth | +$3.2M +48.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$1.0M +15.0K shares |
R Russell Investments Group, Ltd. RIA/Wealth | +$901.9K +13.5K shares |
 Creative Planning RIA/Wealth | +$662.3K +9.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$619.2K +9.3K shares |
ATLANTIC FAMILY WEALTH, LLC RIA/Wealth | +$606.1K +9.1K shares |
CWM, LLC RIA/Wealth | +$581.1K +8.7K shares |
+$400.2K +6.0K shares | |
H HRT FINANCIAL LLC Institution | +$318.0K +4.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$303.9K +4.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | −$2.5M −37.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$2.4M −36.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.1M −30.9K shares |
 AMERIPRISE FINANCIAL INC Institution | −$1.8M −27.1K shares |
L LPL Financial LLC Institution | −$1.6M −23.6K shares |
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | −$1.4M −22.4K shares |
R ROYAL BANK OF CANADA Institution | −$1.3M −19.6K shares |
MORGAN STANLEY RIA/Wealth | −$1.1M −17.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$980.7K −14.7K shares |
WELLS FARGO & COMPANY/MN Institution | −$842.1K −12.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CDC in Q3 2025
- New Positions
- 4
- New Value
- $537.3K
- Exited Positions
- 9
- Exited Value
- $3.5M
New Positions
| Institution | Position Value |
|---|---|
 Simplicity Wealth,LLC RIA/Wealth | $269.3K 4.0K shares |
 Baker Avenue Asset Management, LP RIA/Wealth | $233.6K 3.5K shares |
$26.4K 395.0 shares | |
T TRUST CO OF VERMONT Institution | $8.0K 120.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | $1.4M 22.4K shares |
J JANE STREET GROUP, LLC Institution | $602.4K 9.5K shares |
 Equitable Holdings, Inc. Institution | $532.9K 8.4K shares |
A AMERIFLEX GROUP, INC. Institution | $386.1K 6.1K shares |
O OLD MISSION CAPITAL LLC Institution | $295.2K 4.6K shares |
 NorthRock Partners, LLC RIA/Wealth | $128.9K 2.0K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $71.7K 1.1K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $40.6K 637.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $2.2K 34.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CDC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CDC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ATLANTIC FAMILY WEALTH, LLC RIA/Wealth | 19.86% $25.6M |
SILVER OAK SECURITIES, Inc RIA/Wealth | 2.51% $33.3M |
 Garrett Wealth Advisory Group, LLC RIA/Wealth | 1.54% $7.9M |
 Salus Financial Advisors, LLC RIA/Wealth | 0.74% $1.2M |
 Axis Wealth Partners, LLC RIA/Wealth | 0.46% $783.4K |
0.34% $491.6K | |
S Smith Thornton Advisors LLC RIA/Wealth | 0.30% $565.9K |
 MONEY CONCEPTS CAPITAL CORP RIA/Wealth | 0.21% $3.4M |
 KPP Advisory Services LLC RIA/Wealth | 0.19% $1.3M |
 Strategic Blueprint, LLC RIA/Wealth | 0.17% $3.8M |
Hedge Fund Spotlight
Discover hedge funds investing in CDC
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in VictoryShares US EQ Income Enhanced Volatility Wtd
- Market Value
- $3.1M
- Shares Held
- 46.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
