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

79 hedge funds and large institutions have $503M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$205M
2
BWA
2
Burt Wealth Advisors
Maryland
$3.55M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$13.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.84M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.36M

Top Sellers

1
Jane Street
1
Jane Street
New York
$587K
2
OPS
2
Orion Portfolio Solutions
Nebraska
$25.8M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$25.8M
4
ACG
4
Allen Capital Group
Nebraska
$0
5
LPL Financial
5
LPL Financial
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$2.28M +$2.28M +46,569 New
LCGC
27
Legacy Capital Group California
California
$1.88M +$74.7K +1,527 +4%
AWC
28
Adamsbrown Wealth Consultants
Kansas
$1.76M +$205K +4,190 +13%
AWS
29
Atria Wealth Solutions
New York
$1.74M +$111K +2,262 +7%
VA
30
Valmark Advisers
Ohio
$1.52M +$1.52M +31,039 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$690K +14,097 +89%
ASN
32
Advisory Services Network
Georgia
$1.45M +$333K +6,798 +30%
AAS
33
Ameritas Advisory Services
Nebraska
$1.39M +$1.39M +28,405 New
DC
34
Darrow Company
Massachusetts
$1.28M +$313K +6,395 +32%
OWA
35
Outlook Wealth Advisors
Texas
$1.23M -$36.3K -743 -3%
MCC
36
Money Concepts Capital
Florida
$1.2M +$1.2M +24,439 New
UBS Group
37
UBS Group
Switzerland
$1.07M +$1.05M +21,516 +7,712%
SPC
38
Sigma Planning Corp
Michigan
$966K +$299K +6,117 +45%
SL
39
SWMG LLC
Texas
$908K +$570K +11,651 +169%
WWM
40
Windsor Wealth Management
Indiana
$877K +$353K +7,218 +67%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$819K +$537K +10,967 +190%
PVI
42
Pine Valley Investments
New Jersey
$758K +$758K +15,498 New
KAS
43
Kestra Advisory Services
Texas
$732K +$426K +8,703 +139%
ECA
44
Elevated Capital Advisors
Utah
$727K -$111K -2,261 -13%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$669K – – –
IWC
46
Integrated Wealth Concepts
Massachusetts
$590K +$590K +12,059 New
Jane Street
47
Jane Street
New York
$587K -$25M -511,468 -98%
IWM
48
IHT Wealth Management
Illinois
$530K +$111K +2,279 +27%
BW
49
Bison Wealth
Georgia
$449K -$54.4K -1,112 -11%
LCWP
50
Legacy Capital Wealth Partners
Arkansas
$419K +$419K +8,556 New
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