Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
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.
169% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 16
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more funds holding
Funds holding: 77 → 84 (+7)
1% less capital invested
Capital invested by funds: $508M → $503M (-$4.6M)
7.33% less ownership
Funds ownership: 91.79% → 84.46% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$11.9M |
| 2 |
PWP
PrairieView Wealth Partners
Orland Park,
Illinois
|
+$10.6M |
| 3 |
Goldman Sachs
New York
|
+$8.76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.32M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$16.8M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$16.8M |
| 3 |
Morgan Stanley
New York
|
-$15M |
| 4 |
Jane Street
New York
|
-$11.8M |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$4.6M |
USTB Hedge Fund Activity: Q1 2024 in Review
84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2024, worth a combined $503M — down 0.91% from $508M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new USTB positions and 9 closed out — a net gain of 8 holders — while 43 added to existing stakes and 16 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $11.9M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.
- 84 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2024, up from 77 in Q4 2023.
- Funds reported $503M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2024, down 0.91% quarter-over-quarter.
- 17 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2024 and 9 closed out, a net change of +8 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2024 was Waverly Advisors, an estimated $11.9M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2024.