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Victory Portfolios II VictoryShares Short-Term Bond ETF

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
LCGC
26
Legacy Capital Group California
California
$1.81M +$45.7K +935 +3%
RWPA
27
Richard W. Paul & Associates
Michigan
$1.72M -$50.8K -1,040 -3%
AWS
28
Atria Wealth Solutions
New York
$1.62M +$79.4K +1,625 +5%
AWC
29
Adamsbrown Wealth Consultants
Kansas
$1.56M +$240K +4,917 +18%
OWA
30
Outlook Wealth Advisors
Texas
$1.26M -$32.8K -672 -3%
ASN
31
Advisory Services Network
Georgia
$1.11M +$693K +14,177 +164%
DC
32
Darrow Company
Massachusetts
$964K +$466K +9,525 +94%
ECA
33
Elevated Capital Advisors
Utah
$837K -$27.8K -568 -3%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$453K +9,265 +140%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$669K
SPC
36
Sigma Planning Corp
Michigan
$666K -$6.36K -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 +$509K +10,414 New
BW
41
Bison Wealth
Georgia
$503K +$503K +10,300 New
IWM
42
IHT Wealth Management
Illinois
$418K +$418K +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 +$8.56K +175 +2%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$352K +$352K +7,146 New
SL
46
SWMG LLC
Texas
$338K +$338K +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 +$282K +5,769 New
AWM
49
Axxcess Wealth Management
California
$257K -$880 -18 -0.3%
DC
50
Davenport & Co
Virginia
$238K