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Victory Portfolios II VictoryShares Short-Term Bond ETF

45 hedge funds and large institutions have $363M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 1

165% more funds holding

Funds holding: 1745 (+28)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

43% more capital invested

Capital invested by funds: $254M → $363M (+$108M)

1.51% more ownership

Funds ownership: 92.67%94.18% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+28
Holders Change %
+164.71%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Fourpath Capital Management
Oklahoma
$678K +$680K +13,200 New
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$446K +$174K +3,380 +64%
ASN
28
Advisory Services Network
Georgia
$355K +$356K +6,912 New
OMC
29
Old Mission Capital
Illinois
$344K -$3.76M -72,901 -92%
CW
30
CreativeOne Wealth
Kansas
$314K +$315K +6,109 New
RCM
31
Raleigh Capital Management
North Carolina
$292K +$293K +5,680 New
CFAM
32
Center For Asset Management
Florida
$280K +$281K +5,453 New
DC
33
Davenport & Co
Virginia
$269K +$270K +5,247 New
IA
34
IFP Advisors
Florida
$259K +$28.1K +546 +12%
F4L
35
Fortune 45 LLC
Louisiana
$244K +$246K +4,768 New
NFG
36
Next Financial Group
Texas
$208K +$209K +4,052 New
LAS
37
Lloyd Advisory Services
Georgia
$168K +$169K +3,275 New
APA
38
American Portfolios Advisors
New York
$64.3K -$1.7K -33 -3%
UBS Group
39
UBS Group
Switzerland
$56K +$56.7K +1,100 New
BHWM
40
Bay Harbor Wealth Management
Maryland
$53K +$53.3K +1,033 New
FAG
41
Fortitude Advisory Group
Washington
$48K +$48.1K +933 New
APC
42
Aspire Private Capital
North Carolina
$29K +$29.1K +565 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$26.7K +517 New
HI
44
Harbour Investments
Wisconsin
$20K +$20K +388 New
CA
45
CoreCap Advisors
Michigan
$6K +$5.67K +110 New
DAS
46
Dynamic Advisor Solutions
Arizona
-$207K -4,000 Closed

USTB Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q4 2021, worth a combined $363M — up 43% from $254M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USTB positions and 1 closed out — a net gain of 28 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.7M. The largest seller was Old Mission Capital, cutting an estimated $3.76M.

  • 45 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q4 2021, up from 17 in Q3 2021.
  • Funds reported $363M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q4 2021, up 43% quarter-over-quarter.
  • 29 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q4 2021 and 1 closed out, a net change of +28 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q4 2021 was Wells Fargo, an estimated $25.7M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q4 2021 was Old Mission Capital, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2021.