Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
56 hedge funds and large institutions have $414M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more funds holding
Funds holding: 43 → 56 (+13)
28% more capital invested
Capital invested by funds: $323M → $414M (+$90.4M)
0.01% less ownership
Funds ownership: 93.46% → 93.46% (-0.01%)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$27.4M |
| 2 |
Morgan Stanley
New York
|
+$17.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$11.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.31M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$1.26M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$841K |
| 5 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
-$788K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10.5K | +$10.4K | +215 | New |
|
|
RFS
52
Retirement Financial Solutions
Knoxville,
Tennessee
| $5.74K | +$5.72K | +118 | New |
|
|
EWA
53
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.23K | +$97 | +2 | +2% |
|
|
CA
54
CoreCap Advisors
Southfield,
Michigan
| $5.01K | +$5K | +103 | New |
|
55
Fifth Third Bancorp
Cincinnati,
Ohio
| $4.38K | – | – | – |
|
|
NA
56
NewEdge Advisors
New Orleans,
Louisiana
| $3 | +$2.62K | +54 | New |
|
|
FHC
57
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$288 | -5,953 | Closed |
|
|
BCMLT
58
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$2K | -37 | Closed |
|
USTB Hedge Fund Activity: Q4 2022 in Review
56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q4 2022, worth a combined $414M — up 28% from $323M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USTB positions and 2 closed out — a net gain of 14 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Marquette Asset Management, opening a new position worth an estimated $27.4M. The largest seller was Wells Fargo, cutting an estimated $1.31M.
- 56 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q4 2022, up from 43 in Q3 2022.
- Funds reported $414M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 16 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q4 2022 and 2 closed out, a net change of +14 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q4 2022 was Marquette Asset Management, an estimated $27.4M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2022.