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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

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.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $517M → $587M (+$70.3M)

10% more funds holding

Funds holding: 84 → 92 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.76% less ownership

Funds ownership: 81.07% → 80.3% (-0.76%)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.32%
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

Rank Fund Capital Flow
1
M
MOTCO
Texas
+$11.3M
2
Morgan Stanley
Morgan Stanley
New York
+$10.7M
3
B
Bensler
Washington
+$10.1M
4
CAC
Certified Advisory Corp
Florida
+$7.11M
5
Bank of America
Bank of America
North Carolina
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
PWP
PrairieView Wealth Partners
Illinois
-$10.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$6.54M
3
Jane Street
Jane Street
New York
-$2.85M
4
CFD
Creative Financial Designs
Indiana
-$2.83M
5
QWM
Quadcap Wealth Management
Texas
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
26
Masso Torrence Wealth Management
New Jersey
$4.56M +$293K +5,806 +7%
CFD
27
Creative Financial Designs
Indiana
$4.44M -$2.83M -56,230 -39%
STA
28
Smith Thornton Advisors
Alabama
$3.75M -$27K -535 -0.7%
QWM
29
Quadcap Wealth Management
Texas
$3.51M -$878K -17,412 -20%
PAG
30
Private Advisor Group
New Jersey
$3.1M +$1.1M +21,894 +56%
DC
31
Darrow Company
Massachusetts
$2.9M +$495K +9,811 +21%
ZIMP
32
Zimmermann Investment Management & Planning
Pennsylvania
$2.89M +$472K +9,367 +20%
SIC
33
Samalin Investment Counsel
New York
$2.64M +$107K +2,127 +4%
Stifel Financial
34
Stifel Financial
Missouri
$2.61M +$211K +4,192 +9%
AWS
35
Atria Wealth Solutions
New York
$2.39M +$162K +3,223 +7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.13M +$180K +3,574 +9%
NFG
37
Nations Financial Group
Iowa
$1.93M +$512K +10,161 +37%
BCI
38
Brinker Capital Investments
Pennsylvania
$1.87M +$20.2K +401 +1%
OPS
39
Orion Portfolio Solutions
Nebraska
$1.87M +$20.2K +401 +1%
AAS
40
Ameritas Advisory Services
Nebraska
$1.74M +$164K +3,251 +10%
Citadel Advisors
41
Citadel Advisors
Florida
$1.72M +$597K +11,842 +54%
ERWM
42
Elk River Wealth Management
Colorado
$1.6M +$135K +2,682 +9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.6M -$155K -3,084 -9%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.51M +$523K +10,371 +54%
ASN
45
Advisory Services Network
Georgia
$1.36M – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$1.34M +$298K +5,902 +29%
BCA
47
Bay Colony Advisors
Massachusetts
$1.33M +$173K +3,434 +15%
VA
48
Valmark Advisers
Ohio
$1.24M -$53.4K -1,060 -4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.1M -$617K -12,248 -36%
TFM
50
Trademark Financial Management
Minnesota
$1.03M +$143K +2,827 +16%
1
2
3 4

USTB Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q3 2024, worth a combined $587M — up 14% from $517M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USTB positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was MOTCO, opening a new position worth an estimated $11.3M. The largest seller was PrairieView Wealth Partners, cutting an estimated $10.5M.

  • 92 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q3 2024, up from 84 in Q2 2024.
  • Funds reported $587M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 14 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q3 2024 and 6 closed out, a net change of +8 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q3 2024 was MOTCO, an estimated $11.3M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q3 2024 was PrairieView Wealth Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.