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

77 hedge funds and large institutions have $508M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
24
Reduced
26
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34M
2
Jane Street
Jane Street
New York
$16.4M
3
CPG
Cornerstone Planning Group
New Jersey
$11.3M
4
CFD
Creative Financial Designs
Indiana
$6.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$32
2
AIM
Astor Investment Management
Illinois
$0
3
AWM
AE Wealth Management
Kansas
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.63M
5
BCI
Brinker Capital Investments
Pennsylvania
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
51
Bison Wealth
Georgia
$454K -$1.29K -26 -0.3%
KAS
52
Kestra Advisory Services
Texas
$449K -$293K -5,910 -40%
BCA
53
Bay Colony Advisors
Massachusetts
$442K +$442K +8,922 New
CA
54
Cetera Advisors
Colorado
$409K +$172K +3,463 +72%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$354K – – –
CCWM
56
Cassaday & Co Wealth Management
Virginia
$353K – – –
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
$334K +$171K +3,451 +105%
SPC
58
Sigma Planning Corp
Michigan
$327K -$653K -13,164 -67%
NFG
59
Nations Financial Group
Iowa
$318K +$318K +6,412 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$1.17M -23,642 -79%
BWA
61
Burt Wealth Advisors
Maryland
$284K -$3.31M -66,844 -92%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$268K – – –
WWM
63
WT Wealth Management
Arizona
$213K +$213K +4,297 New
SAG
64
SageView Advisory Group
California
$206K -$207K -4,227 Closed
OPWM
65
Oxinas Partners Wealth Management
Indiana
$206K +$3.03K +61 +1%
AWM
66
Aspire Wealth Management
Massachusetts
$173K +$34.5K +695 +25%
PS
67
Principal Securities
Iowa
$121K +$121K +2,447 New
NA
68
NewEdge Advisors
Louisiana
$66.3K +$66.3K +1,336 New
PTC
69
Private Trust Company
Ohio
$57.5K +$57.5K +1,159 New
HI
70
Harbour Investments
Wisconsin
$20.8K -$4.27K -86 -17%
CSC
71
Caldwell Sutter Capital
California
$8.23K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +160 New
PCM
73
Penserra Capital Management
California
$7K +$7K +150 New
EWA
74
EverSource Wealth Advisors
Alabama
$5.58K +$99 +2 +2%
Citigroup
75
Citigroup
New York
$1.24K +$1.24K +25 New
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