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

92 hedge funds and large institutions have $587M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
47
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M
1
MOTCO
Texas
$11.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.9M
3
B
3
Bensler
Washington
$10.2M
4
CAC
4
Certified Advisory Corp
Florida
$8.3M
5
Bank of America
5
Bank of America
North Carolina
$33.8M

Top Sellers

1
PWP
1
PrairieView Wealth Partners
Illinois
$509K
2
Victory Capital Management
2
Victory Capital Management
Texas
$212M
3
CFD
3
Creative Financial Designs
Indiana
$4.44M
4
Jane Street
4
Jane Street
New York
$0
5
QWM
5
Quadcap Wealth Management
Texas
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
26
Masso Torrence Wealth Management
New Jersey
$4.56M +$295K +5,806 +7%
CFD
27
Creative Financial Designs
Indiana
$4.44M -$2.86M -56,230 -39%
STA
28
Smith Thornton Advisors
Alabama
$3.75M -$27.2K -535 -0.7%
QWM
29
Quadcap Wealth Management
Texas
$3.51M -$885K -17,412 -20%
PAG
30
Private Advisor Group
New Jersey
$3.1M +$1.11M +21,894 +56%
DC
31
Darrow Company
Massachusetts
$2.9M +$499K +9,811 +21%
ZIMP
32
Zimmermann Investment Management & Planning
Pennsylvania
$2.89M +$476K +9,367 +20%
SIC
33
Samalin Investment Counsel
New York
$2.64M +$108K +2,127 +4%
Stifel Financial
34
Stifel Financial
Missouri
$2.61M +$213K +4,192 +9%
AWS
35
Atria Wealth Solutions
New York
$2.39M +$164K +3,223 +7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.13M +$182K +3,574 +9%
NFG
37
Nations Financial Group
Iowa
$1.93M +$516K +10,161 +37%
OPS
38
Orion Portfolio Solutions
Nebraska
$1.87M +$20.4K +401 +1%
BCI
39
Brinker Capital Investments
Pennsylvania
$1.87M +$20.4K +401 +1%
AAS
40
Ameritas Advisory Services
Nebraska
$1.74M +$165K +3,251 +10%
Citadel Advisors
41
Citadel Advisors
Florida
$1.72M +$602K +11,842 +54%
ERWM
42
Elk River Wealth Management
Colorado
$1.6M +$136K +2,682 +9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.6M -$157K -3,084 -9%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.51M +$527K +10,371 +54%
ASN
45
Advisory Services Network
Georgia
$1.36M – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$1.34M +$300K +5,902 +29%
BCA
47
Bay Colony Advisors
Massachusetts
$1.33M +$174K +3,434 +15%
VA
48
Valmark Advisers
Ohio
$1.24M -$53.9K -1,060 -4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.1M -$622K -12,248 -36%
TFM
50
Trademark Financial Management
Minnesota
$1.03M +$144K +2,827 +16%
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