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Victory Portfolios II VictoryShares Short-Term Bond ETF

60 hedge funds and large institutions have $431M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
18
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
26
Adamsbrown Wealth Consultants
Kansas
$1.32M +$581K +11,835 +78%
OWA
27
Outlook Wealth Advisors
Texas
$1.3M -$28.2K -574 -2%
AAS
28
Ameritas Advisory Services
Nebraska
$1.05M -$53.9K -1,097 -5%
ECA
29
Elevated Capital Advisors
Utah
$868K -$6.08K -124 -0.7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$718K +$190K +3,866 +36%
WEG
31
World Equity Group
Illinois
$703K -$657K -13,551 -48%
SPC
32
Sigma Planning Corp
Michigan
$675K +$675K +13,762 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$671K
AssetMark Inc
34
AssetMark Inc
California
$568K -$27.1K -553 -5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$537K -$535K -10,897 -50%
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$516K +$516K +10,514 New
DC
37
Darrow Company
Massachusetts
$500K +$245K +4,995 +96%
ASN
38
Advisory Services Network
Georgia
$423K -$16.3K -333 -4%
CCWM
39
Cassaday & Co Wealth Management
Virginia
$349K
CW
40
CreativeOne Wealth
Kansas
$347K +$490 +10 +0.1%
FCM
41
Fourpath Capital Management
Oklahoma
$340K -$4.71K -96 -1%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$326K +$326K +6,637 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$324K +6,596 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$305K +$305K +6,223 New
SAG
45
SageView Advisory Group
California
$299K -$77.7K -1,584 -21%
KAS
46
Kestra Advisory Services
Texas
$294K -$1.05M -21,402 -78%
WWM
47
Windsor Wealth Management
Indiana
$294K +$294K +5,979 New
AWM
48
Axxcess Wealth Management
California
$259K +$8.98K +183 +4%
DC
49
Davenport & Co
Virginia
$238K -$8.24K -168 -3%
RCM
50
Raleigh Capital Management
North Carolina
$236K -$7.26K -148 -3%