USTB icon

Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

Overview Fund Activity

84 hedge funds and large institutions have $503M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
43
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$12M
2
PWP
2
PrairieView Wealth Partners
Illinois
$10.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.79M
4
Bank of America
4
Bank of America
North Carolina
$22.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.22M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$2.45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.2M
4
Jane Street
4
Jane Street
New York
$4.63M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.94M -$804K -16,136 -21%
SAG
27
SageView Advisory Group
California
$2.56M +$2.56M +6,115 New
OPS
28
Orion Portfolio Solutions
Nebraska
$2.45M -$16.9M -338,283 -87%
BCI
29
Brinker Capital Investments
Pennsylvania
$2.45M -$16.9M -338,283 -87%
SIC
30
Samalin Investment Counsel
New York
$2.4M +$63.4K +1,273 +3%
DC
31
Darrow Company
Massachusetts
$2.24M +$606K +12,157 +37%
QWM
32
Quadcap Wealth Management
Texas
$2.23M +$2.23M +44,733 New
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.94M +$883K +17,721 +84%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.91M +$1.91M +38,325 New
CA
35
Cetera Advisors
Colorado
$1.88M +$1.47M +29,472 +357%
PAG
36
Private Advisor Group
New Jersey
$1.81M +$1.21M +24,292 +202%
AWS
37
Atria Wealth Solutions
New York
$1.73M +$32.8K +659 +2%
FTUS
38
Flow Traders U.S.
New York
$1.63M +$921K +18,488 +131%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.59M +$339K +6,804 +27%
ERWM
40
Elk River Wealth Management
Colorado
$1.47M -$99.1K -1,989 -6%
AAS
41
Ameritas Advisory Services
Nebraska
$1.39M +$441K +8,841 +46%
ZIMP
42
Zimmermann Investment Management & Planning
Pennsylvania
$1.37M +$719K +14,424 +110%
ASN
43
Advisory Services Network
Georgia
$1.37M +$91.3K +1,833 +7%
TFM
44
Trademark Financial Management
Minnesota
$1.36M -$52.2K -1,047 -4%
VA
45
Valmark Advisers
Ohio
$1.36M -$25.4K -509 -2%
Prudential Financial
46
Prudential Financial
New Jersey
$1.35M +$67.9K +1,362 +5%
BCA
47
Bay Colony Advisors
Massachusetts
$1.22M +$774K +15,524 +174%
HIC
48
Hartline Investment Corp
Illinois
$1.22M +$1.22M +24,446 New
MCC
49
Money Concepts Capital
Florida
$1.13M -$75.8K -1,521 -6%
SL
50
SWMG LLC
Texas
$982K +$15K +302 +2%
1
2
3 4