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

84 hedge funds and large institutions have $517M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
42
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFL
ERn Financial LLC
Wisconsin
$14.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.5M
3
UBS Group
UBS Group
Switzerland
$5.26M
4
Bank of America
Bank of America
North Carolina
$26.7M
5
LPL Financial
LPL Financial
California
$15.7M

Top Sellers

1
LC
Legacy CG
Texas
$668K
2
Goldman Sachs
Goldman Sachs
New York
$0
3
AWA
Amplius Wealth Advisors
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.99M
5
SAG
SageView Advisory Group
California
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.85M -$1.78M -35,722 -38%
SIC
27
Samalin Investment Counsel
New York
$2.48M +$83.2K +1,671 +3%
ZIMP
28
Zimmermann Investment Management & Planning
Pennsylvania
$2.37M +$996K +19,996 +73%
Stifel Financial
29
Stifel Financial
Missouri
$2.35M -$586K -11,764 -20%
DC
30
Darrow Company
Massachusetts
$2.35M +$112K +2,256 +5%
AWS
31
Atria Wealth Solutions
New York
$2.18M +$452K +9,070 +26%
PAG
32
Private Advisor Group
New Jersey
$1.94M +$135K +2,707 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.91M +$323K +6,477 +20%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.81M -$633K -12,713 -26%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.81M -$633K -12,713 -26%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.72M -$190K -3,806 -10%
Corient Private Wealth
37
Corient Private Wealth
Florida
$1.7M -$252K -5,034 -13%
AAS
38
Ameritas Advisory Services
Nebraska
$1.55M +$157K +3,146 +11%
ERWM
39
Elk River Wealth Management
Colorado
$1.44M -$32.3K -649 -2%
Prudential Financial
40
Prudential Financial
New Jersey
$1.39M +$37.7K +758 +3%
NFG
41
Nations Financial Group
Iowa
$1.38M +$535K +10,747 +63%
ASN
42
Advisory Services Network
Georgia
$1.36M – – –
VA
43
Valmark Advisers
Ohio
$1.26M -$96.5K -1,938 -7%
FTUS
44
Flow Traders U.S.
New York
$1.25M -$371K -7,457 -23%
BCA
45
Bay Colony Advisors
Massachusetts
$1.14M -$81.7K -1,640 -7%
CAC
46
Certified Advisory Corp
Florida
$1.11M +$299K +6,000 +37%
Citadel Advisors
47
Citadel Advisors
Florida
$1.09M +$1.09M +21,962 New
CFGS
48
Concourse Financial Group Securities
Alabama
$1.02M +$90.6K +1,820 +10%
MCC
49
Money Concepts Capital
Florida
$1.02M -$105K -2,109 -9%
IWC
50
Integrated Wealth Concepts
Massachusetts
$962K +$117K +2,341 +14%
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