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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

106 hedge funds and large institutions have $712M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

21% more capital invested

Capital invested by funds: $587M → $712M (+$124M)

15% more funds holding

Funds holding: 92 → 106 (+14)

1.77% less ownership

Funds ownership: 80.3% → 78.53% (-1.8%)

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.4%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
25
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$48.3M
2
LPL Financial
LPL Financial
California
+$17.8M
3
Bank of America
Bank of America
North Carolina
+$11.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.1M
5
HCA
Horan Capital Advisors
Ohio
+$8.51M

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$9.89M
2
AI
Atria Investments
North Carolina
-$9.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.97M
4
Prudential Financial
Prudential Financial
New Jersey
-$6.92M
5
Morgan Stanley
Morgan Stanley
New York
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$5.55M +$2.5M +49,676 +82%
MTWM
27
Masso Torrence Wealth Management
New Jersey
$5.26M +$757K +15,021 +17%
QWM
28
Quadcap Wealth Management
Texas
$5.04M +$1.58M +31,320 +45%
MCA
29
Midwest Capital Advisors
Michigan
$4.62M +$4.64M +92,015 New
CFD
30
Creative Financial Designs
Indiana
$4.44M +$53.7K +1,065 +1%
STA
31
Smith Thornton Advisors
Alabama
$3.82M +$114K +2,264 +3%
Mariner
32
Mariner
Kansas
$3.39M -$9.89M -196,334 -74%
DC
33
Darrow Company
Massachusetts
$3.15M +$292K +5,791 +10%
NFG
34
Nations Financial Group
Iowa
$2.87M +$971K +19,270 +51%
MFG
35
Merit Financial Group
Georgia
$2.74M +$2.75M +54,663 New
SIC
36
Samalin Investment Counsel
New York
$2.74M +$130K +2,586 +5%
AWS
37
Atria Wealth Solutions
New York
$2.57M +$205K +4,066 +9%
AI
38
Atria Investments
North Carolina
$2.49M -$9.77M -193,843 -80%
CFGS
39
Concourse Financial Group Securities
Alabama
$2.49M +$1.16M +22,987 +87%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.35M +$247K +4,909 +12%
IWC
41
Integrated Wealth Concepts
Massachusetts
$2.28M +$791K +15,697 +53%
KWM
42
Kingsview Wealth Management
Oregon
$2.2M +$2.21M +43,886 New
BCI
43
Brinker Capital Investments
Pennsylvania
$2.1M +$250K +4,956 +13%
OPS
44
Orion Portfolio Solutions
Nebraska
$2.1M +$250K +4,956 +13%
Stifel Financial
45
Stifel Financial
Missouri
$1.9M -$690K -13,696 -27%
AAS
46
Ameritas Advisory Services
Nebraska
$1.85M +$128K +2,537 +7%
ERWM
47
Elk River Wealth Management
Colorado
$1.77M +$183K +3,625 +11%
VA
48
Valmark Advisers
Ohio
$1.46M +$243K +4,817 +20%
SOS
49
Silver Oak Securities
Tennessee
$1.44M +$1.44M +28,669 New
BCA
50
Bay Colony Advisors
Massachusetts
$1.36M +$45.3K +899 +3%
1
2
3 4 5

USTB Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q4 2024, worth a combined $712M — up 21% from $587M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USTB positions and 8 closed out — a net gain of 17 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $48.3M. The largest seller was Mariner, cutting an estimated $9.89M.

  • 106 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $712M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 25 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q4 2024 and 8 closed out, a net change of +17 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q4 2024 was Victory Capital Management, an estimated $48.3M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q4 2024 was Mariner, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2024.