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Victory Portfolios II VictoryShares Short-Term Bond ETF
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Overview Fund Activity

79 hedge funds and large institutions have $503M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$205M
2
BWA
2
Burt Wealth Advisors
Maryland
$3.55M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$13.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.84M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.36M

Top Sellers

1
Jane Street
1
Jane Street
New York
$587K
2
OPS
2
Orion Portfolio Solutions
Nebraska
$25.8M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$25.8M
4
ACG
4
Allen Capital Group
Nebraska
$0
5
LPL Financial
5
LPL Financial
California
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$375K -$32.1K -657 -8%
CCWM
52
Cassaday & Co Wealth Management
Virginia
$349K +$349K +7,124 New
FPGK
53
Financial Partners Group (Kansas)
Kansas
$348K – – –
DWP
54
Daymark Wealth Partners
Ohio
$297K +$297K +6,066 New
PAG
55
Private Advisor Group
New Jersey
$291K +$291K +5,957 New
FCM
56
Fourpath Capital Management
Oklahoma
$265K +$265K +5,410 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$264K +$264K +5,403 New
AWM
58
Axxcess Wealth Management
California
$260K +$2.69K +55 +1%
CW
59
CreativeOne Wealth
Kansas
$238K -$117K -2,390 -33%
DC
60
Davenport & Co
Virginia
$238K – – –
CA
61
Cetera Advisors
Colorado
$234K +$234K +4,790 New
RCM
62
Raleigh Capital Management
North Carolina
$219K -$6.07K -124 -3%
SAG
63
SageView Advisory Group
California
$207K -$4.35K -89 -2%
OPWM
64
Oxinas Partners Wealth Management
Indiana
$200K +$200K +4,096 New
GM
65
GeoWealth Management
Illinois
$186K -$5.65K -116 -3%
HGERS
66
Householder Group Estate & Retirement Specialist
Arizona
$161K +$161K +3,299 New
AWM
67
Aspire Wealth Management
Massachusetts
$136K +$13.8K +283 +11%
Creative Planning
68
Creative Planning
Kansas
$109K +$109K +2,219 New
CFGS
69
Concourse Financial Group Securities
Alabama
$37.7K +$37.7K +770 New
IA
70
IFP Advisors
Florida
$26.7K – – –
HI
71
Harbour Investments
Wisconsin
$24.8K -$89.9K -1,838 -78%
CSC
72
Caldwell Sutter Capital
California
$8.12K – – –
EWA
73
EverSource Wealth Advisors
Alabama
$5.42K +$98 +2 +2%
TFA
74
Transamerica Financial Advisors
Florida
$4K +$4K +77 New
APC
75
Aspire Private Capital
North Carolina
$3.67K -$17K -348 -82%
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