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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

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

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 77 → 84 (+7)

1% less capital invested

Capital invested by funds: $508M → $503M (-$4.6M)

7.33% less ownership

Funds ownership: 91.79% → 84.46% (-7.3%)

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.21%
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

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$11.9M
2
PWP
PrairieView Wealth Partners
Illinois
+$10.6M
3
Goldman Sachs
Goldman Sachs
New York
+$8.76M
4
Bank of America
Bank of America
North Carolina
+$7.32M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$16.8M
2
OPS
Orion Portfolio Solutions
Nebraska
-$16.8M
3
Morgan Stanley
Morgan Stanley
New York
-$15M
4
Jane Street
Jane Street
New York
-$11.8M
5
AWA
Amplius Wealth Advisors
Pennsylvania
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$934K +$77.2K +1,554 +9%
NFG
52
Nations Financial Group
Iowa
$849K +$528K +10,633 +166%
IWC
53
Integrated Wealth Concepts
Massachusetts
$846K +$300K +6,033 +55%
CAC
54
Certified Advisory Corp
Florida
$813K +$810K +16,321 New
SPC
55
Sigma Planning Corp
Michigan
$796K +$466K +9,384 +143%
UBS Group
56
UBS Group
Switzerland
$781K +$286K +5,767 +58%
DWP
57
Daymark Wealth Partners
Ohio
$704K +$111K +2,244 +19%
IWM
58
IHT Wealth Management
Illinois
$594K +$114K +2,287 +24%
HGERS
59
Householder Group Estate & Retirement Specialist
Arizona
$560K +$222K +4,480 +66%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$509K +$499K +10,053 +6,283%
KAS
61
Kestra Advisory Services
Texas
$498K +$47.6K +958 +11%
RW
62
REDW Wealth
New Mexico
$462K +$460K +9,270 New
BW
63
Bison Wealth
Georgia
$456K -$745 -15 -0.2%
CCWM
64
Cassaday & Co Wealth Management
Virginia
$355K – – –
MCM
65
Mainstay Capital Management
Michigan
$340K +$339K +6,824 New
BWA
66
Burt Wealth Advisors
Maryland
$282K -$2.53K -51 -0.9%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$34.8K -700 -11%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$269K – – –
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$231K -$3.58M -72,172 -94%
WWM
70
WT Wealth Management
Arizona
$213K -$1.14K -23 -0.5%
AWM
71
Aspire Wealth Management
Massachusetts
$206K +$32.7K +658 +19%
PS
72
Principal Securities
Iowa
$126K +$3.58K +72 +3%
NA
73
NewEdge Advisors
Louisiana
$66.6K – – –
PTC
74
Private Trust Company
Ohio
$57.8K – – –
HI
75
Harbour Investments
Wisconsin
$20.9K – – –
1 2
3
4

USTB Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2024, worth a combined $503M — down 0.91% from $508M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new USTB positions and 9 closed out — a net gain of 8 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $11.9M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.

  • 84 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2024, up from 77 in Q4 2023.
  • Funds reported $503M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2024, down 0.91% quarter-over-quarter.
  • 17 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2024 and 9 closed out, a net change of +8 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2024 was Waverly Advisors, an estimated $11.9M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2024.