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Victory Portfolios II VictoryShares Short-Term Bond ETF
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Overview Fund Activity

56 hedge funds and large institutions have $414M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+13
Holders Change %
+30.23%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
17
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
Marquette Asset Management
Minnesota
$27.4M
2
Morgan Stanley
Morgan Stanley
New York
$30M
3
Osaic Holdings
Osaic Holdings
Arizona
$16M
4
AWA
Amplius Wealth Advisors
Pennsylvania
$11.7M
5
Bank of America
Bank of America
North Carolina
$11.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$23.8M
2
AIM
Astor Investment Management
Illinois
$12.4M
3
Stifel Financial
Stifel Financial
Missouri
$2.67M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.5M
5
AWC
Adamsbrown Wealth Consultants
Kansas
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.33M +$286K +5,874 +27%
OWA
27
Outlook Wealth Advisors
Texas
$1.32M -$41.5K -854 -3%
AAS
28
Ameritas Advisory Services
Nebraska
$1.09M +$76.3K +1,568 +8%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.06M -$38.8K -798 -4%
AWS
30
Atria Wealth Solutions
New York
$946K +$738K +15,166 +355%
ECA
31
Elevated Capital Advisors
Utah
$867K -$14.4K -297 -2%
AWC
32
Adamsbrown Wealth Consultants
Kansas
$736K -$791K -16,256 -52%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$665K -$34K -700 -5%
AssetMark Inc
34
AssetMark Inc
California
$590K -$39.3K -808 -6%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$524K +$524K +10,773 New
ASN
36
Advisory Services Network
Georgia
$435K +$535 +11 +0.1%
CWM
37
Capital Wealth Management
Rhode Island
$399K +$399K +8,212 New
Mariner
38
Mariner
Kansas
$376K +$97.4K +2,004 +35%
SAG
39
SageView Advisory Group
California
$374K +$374K +7,680 New
CCWM
40
Cassaday & Co Wealth Management
Virginia
$347K +$347K +7,124 New
CW
41
CreativeOne Wealth
Kansas
$344K +$10.3K +211 +3%
FCM
42
Fourpath Capital Management
Oklahoma
$342K -$155K -3,182 -31%
DC
43
Darrow Company
Massachusetts
$253K +$253K +5,192 New
AWM
44
Axxcess Wealth Management
California
$248K -$7.35K -151 -3%
DC
45
Davenport & Co
Virginia
$245K -$16.2K -332 -6%
RCM
46
Raleigh Capital Management
North Carolina
$241K -$32.6K -670 -12%
AWM
47
Aspire Wealth Management
Massachusetts
$60.2K +$60.2K +1,238 New
UBS Group
48
UBS Group
Switzerland
$41.4K +$41.4K +851 New
IA
49
IFP Advisors
Florida
$41K – – –
APC
50
Aspire Private Capital
North Carolina
$20.4K -$97 -2 -0.5%
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