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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

66 hedge funds and large institutions have $555M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $431M → $555M (+$124M)

16.06% more ownership

Funds ownership: 90.14% → 106.2% (+16%)

10% more funds holding

Funds holding: 60 → 66 (+6)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
20
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$49.6M
2
OPS
Orion Portfolio Solutions
Nebraska
+$49.6M
3
Jane Street
Jane Street
New York
+$25.6M
4
Victory Capital Management
Victory Capital Management
Texas
+$8.67M
5
SFG
StrategIQ Financial Group
Indiana
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.53M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.91M
3
Wells Fargo
Wells Fargo
California
-$2.44M
4
Stifel Financial
Stifel Financial
Missouri
-$2.27M
5
HI
Harbour Investments
Wisconsin
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
26
Legacy Capital Group California
California
$1.81M +$45.8K +935 +3%
RWPA
27
Richard W. Paul & Associates
Michigan
$1.72M -$50.9K -1,040 -3%
AWS
28
Atria Wealth Solutions
New York
$1.62M +$79.6K +1,625 +5%
AWC
29
Adamsbrown Wealth Consultants
Kansas
$1.56M +$241K +4,917 +18%
OWA
30
Outlook Wealth Advisors
Texas
$1.26M -$32.9K -672 -3%
ASN
31
Advisory Services Network
Georgia
$1.11M +$694K +14,177 +164%
DC
32
Darrow Company
Massachusetts
$964K +$467K +9,525 +94%
ECA
33
Elevated Capital Advisors
Utah
$837K -$27.8K -568 -3%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$454K +9,265 +140%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$669K – – –
SPC
36
Sigma Planning Corp
Michigan
$666K -$6.37K -130 -0.9%
WEG
37
World Equity Group
Illinois
$571K -$138K -2,820 -19%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$551K -$164K -3,358 -23%
WWM
39
Windsor Wealth Management
Indiana
$524K +$232K +4,734 +79%
RA
40
RFG Advisory
Alabama
$509K +$510K +10,414 New
BW
41
Bison Wealth
Georgia
$503K +$505K +10,300 New
IWM
42
IHT Wealth Management
Illinois
$418K +$419K +8,555 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$407K -$128K -2,611 -24%
CW
44
CreativeOne Wealth
Kansas
$355K +$8.57K +175 +2%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$352K +$350K +7,146 New
SL
46
SWMG LLC
Texas
$338K +$339K +6,911 New
KAS
47
Kestra Advisory Services
Texas
$306K +$12.5K +255 +4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$282K +$283K +5,769 New
AWM
49
Axxcess Wealth Management
California
$257K -$882 -18 -0.3%
DC
50
Davenport & Co
Virginia
$238K – – –
1
2
3 4

USTB Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q2 2023, worth a combined $555M — up 29% from $431M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new USTB positions and 10 closed out — a net gain of 7 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $49.6M. The largest seller was Morgan Stanley, cutting an estimated $5.53M.

  • 66 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q2 2023, up from 60 in Q1 2023.
  • Funds reported $555M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 17 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q2 2023 and 10 closed out, a net change of +7 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $49.6M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2023.