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

84 hedge funds and large institutions have $503M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
43
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$12M
2
PWP
2
PrairieView Wealth Partners
Illinois
$10.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.79M
4
Bank of America
4
Bank of America
North Carolina
$22.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.22M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$2.45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.2M
4
Jane Street
4
Jane Street
New York
$4.63M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$934K +$77.4K +1,554 +9%
NFG
52
Nations Financial Group
Iowa
$849K +$530K +10,633 +166%
IWC
53
Integrated Wealth Concepts
Massachusetts
$846K +$301K +6,033 +55%
CAC
54
Certified Advisory Corp
Florida
$813K +$813K +16,321 New
SPC
55
Sigma Planning Corp
Michigan
$796K +$468K +9,384 +143%
UBS Group
56
UBS Group
Switzerland
$781K +$287K +5,767 +58%
DWP
57
Daymark Wealth Partners
Ohio
$704K +$112K +2,244 +19%
IWM
58
IHT Wealth Management
Illinois
$594K +$114K +2,287 +24%
HGERS
59
Householder Group Estate & Retirement Specialist
Arizona
$560K +$223K +4,480 +66%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$509K +$501K +10,053 +6,283%
KAS
61
Kestra Advisory Services
Texas
$498K +$47.7K +958 +11%
RW
62
REDW Wealth
New Mexico
$462K +$462K +9,270 New
BW
63
Bison Wealth
Georgia
$456K -$747 -15 -0.2%
CCWM
64
Cassaday & Co Wealth Management
Virginia
$355K – – –
MCM
65
Mainstay Capital Management
Michigan
$340K +$340K +6,824 New
BWA
66
Burt Wealth Advisors
Maryland
$282K -$2.54K -51 -0.9%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$34.9K -700 -11%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$269K – – –
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$231K -$3.6M -72,172 -94%
WWM
70
WT Wealth Management
Arizona
$213K -$1.15K -23 -0.5%
AWM
71
Aspire Wealth Management
Massachusetts
$206K +$32.8K +658 +19%
PS
72
Principal Securities
Iowa
$126K +$3.59K +72 +3%
NA
73
NewEdge Advisors
Louisiana
$66.6K – – –
PTC
74
Private Trust Company
Ohio
$57.8K – – –
HI
75
Harbour Investments
Wisconsin
$20.9K – – –
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