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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

84 hedge funds and large institutions have $517M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $503M → $517M (+$14.1M)

0% more funds holding

Funds holding: 84 → 84 (0)

3.39% less ownership

Funds ownership: 84.46% → 81.07% (-3.4%)

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
42
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFL
ERn Financial LLC
Wisconsin
+$14.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
3
UBS Group
UBS Group
Switzerland
+$4.46M
4
Bank of America
Bank of America
North Carolina
+$3.98M
5
LPL Financial
LPL Financial
California
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
LC
Legacy CG
Texas
-$13.3M
2
Goldman Sachs
Goldman Sachs
New York
-$8.79M
3
AWA
Amplius Wealth Advisors
Pennsylvania
-$8.08M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.75M
5
Jane Street
Jane Street
New York
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
51
SWMG LLC
Texas
$959K -$21.8K -439 -2%
SPC
52
Sigma Planning Corp
Michigan
$890K +$94.1K +1,895 +12%
TFM
53
Trademark Financial Management
Minnesota
$865K -$497K -9,998 -37%
GRP
54
Global Retirement Partners
California
$847K +$844K +17,000 New
DWP
55
Daymark Wealth Partners
Ohio
$719K +$15.1K +305 +2%
LC
56
Legacy CG
Texas
$668K -$13.3M -268,717 -95%
KAS
57
Kestra Advisory Services
Texas
$600K +$102K +2,049 +20%
CWM
58
Comprehensive Wealth Management
Washington
$554K +$552K +11,121 New
RW
59
REDW Wealth
New Mexico
$472K +$9.93K +200 +2%
BW
60
Bison Wealth
Georgia
$456K – – –
MCM
61
Mainstay Capital Management
Michigan
$411K +$71.2K +1,434 +21%
AWM
62
Aspire Wealth Management
Massachusetts
$391K +$185K +3,721 +90%
CCWM
63
Cassaday & Co Wealth Management
Virginia
$355K – – –
BWA
64
Burt Wealth Advisors
Maryland
$332K +$49.2K +991 +17%
IWM
65
IHT Wealth Management
Illinois
$317K -$275K -5,546 -47%
AAS
66
Avantax Advisory Services
Texas
$281K +$280K +5,642 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$269K – – –
WWM
68
WT Wealth Management
Arizona
$220K +$6.75K +136 +3%
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$217K -$341K -6,859 -61%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$216K -$291K -5,869 -57%
SAG
71
SageView Advisory Group
California
$207K -$304K -6,115 Closed
PS
72
Principal Securities
Iowa
$66.8K -$58.5K -1,177 -47%
NA
73
NewEdge Advisors
Louisiana
$66.5K – – –
AIM
74
Astor Investment Management
Illinois
$65.1K +$65K +1,308 New
PTC
75
Private Trust Company
Ohio
$57.7K – – –
1 2
3
4

USTB Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q2 2024, worth a combined $517M — up 2.8% from $503M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USTB positions and 9 closed out — a net gain of 1 holder — while 42 added to existing stakes and 21 trimmed.

The largest buyer was ERn Financial LLC, opening a new position worth an estimated $14.1M. The largest seller was Legacy CG, cutting an estimated $13.3M.

  • 84 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $517M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 10 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q2 2024 and 9 closed out, a net change of +1 holder.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q2 2024 was ERn Financial LLC, an estimated $14.1M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q2 2024 was Legacy CG, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2024.