We are live on ! Find out more
USTB icon

Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

60 hedge funds and large institutions have $431M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more funds holding

Funds holding: 56 → 60 (+4)

4% more capital invested

Capital invested by funds: $414M → $431M (+$17.4M)

3.31% less ownership

Funds ownership: 93.46% → 90.14% (-3.3%)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
18
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$9.7M
2
Mariner
Mariner
Kansas
+$9.69M
3
LPL Financial
LPL Financial
California
+$4.92M
4
LC
Legacy CG
Texas
+$4.86M
5
ACG
Allen Capital Group
Nebraska
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.14M
2
Morgan Stanley
Morgan Stanley
New York
-$8.35M
3
Jane Street
Jane Street
New York
-$3.62M
4
GM
GeoWealth Management
Illinois
-$1.72M
5
Wells Fargo
Wells Fargo
California
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
Birchcreek Wealth Management
Ohio
$201K +$200K +4,090 New
GM
52
GeoWealth Management
Illinois
$196K -$1.72M -35,145 -90%
AWM
53
Aspire Wealth Management
Massachusetts
$103K +$42.6K +869 +70%
UBS Group
54
UBS Group
Switzerland
$100K +$58.4K +1,193 +140%
BWM
55
BerganKDV Wealth Management
Minnesota
$31K +$31K +632 New
IA
56
IFP Advisors
Florida
$27.5K -$12.9K -263 -33%
APC
57
Aspire Private Capital
North Carolina
$20.7K +$147 +3 +0.7%
EWA
58
EverSource Wealth Advisors
Alabama
$5.31K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$4.42K – – –
GI
60
Gradient Investments
Minnesota
$3.38K +$3.38K +69 New
Jane Street
61
Jane Street
New York
– -$3.62M -74,383 Closed
CWM
62
Capital Wealth Management
Rhode Island
– -$399K -8,212 Closed
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
– -$10.5K -215 Closed
RFS
64
Retirement Financial Solutions
Tennessee
– -$5.74K -118 Closed
NA
65
NewEdge Advisors
Louisiana
– -$3 -54 Closed
1 2
3

USTB Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2023, worth a combined $431M — up 4.2% from $414M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new USTB positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Atria Investments, adding an estimated $9.7M. The largest seller was Osaic Holdings, cutting an estimated $9.14M.

  • 60 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $431M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
  • 11 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2023 and 5 closed out, a net change of +6 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2023 was Atria Investments, an estimated $9.7M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2023 was Osaic Holdings, an estimated $9.14M sold.

Based on aggregated 13F filings for Q1 2023.