Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
53 hedge funds and large institutions have $336M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more funds holding
Funds holding: 46 → 53 (+7)
1.82% less ownership
Funds ownership: 95.1% → 93.28% (-1.8%)
6% less capital invested
Capital invested by funds: $359M → $336M (-$22.9M)
56% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.85M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.33M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.83M |
| 4 |
Cerity Partners
New York
|
+$1.13M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$21.5M |
| 2 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$2.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.99M |
| 4 |
Morgan Stanley
New York
|
-$1.24M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$798K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMLT
51
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $2K | – | – | – |
|
52
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2K | +$92.1K | +1,865 | New |
|
|
CFAM
53
Center For Asset Management
Palm Beach Gardens,
Florida
| – | -$208K | -4,165 | Closed |
|
|
LAS
54
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$183K | -3,668 | Closed |
|
|
MCC
55
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$58K | -1,165 | Closed |
|
|
FAG
56
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$47K | -933 | Closed |
|
|
FCAS
57
First Command Advisory Services
Fort Worth,
Texas
| – | +$395 | +8 | New |
|
USTB Hedge Fund Activity: Q2 2022 in Review
53 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q2 2022, worth a combined $336M — down 6.4% from $359M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new USTB positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 25 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $3.85M. The largest seller was Jane Street, cutting an estimated $21.5M.
- 53 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q2 2022, up from 46 in Q1 2022.
- Funds reported $336M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q2 2022, down 6.4% quarter-over-quarter.
- 12 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q2 2022 and 4 closed out, a net change of +8 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q2 2022 was Stifel Financial, an estimated $3.85M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q2 2022 was Jane Street, an estimated $21.5M sold.
Based on aggregated 13F filings for Q2 2022.