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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 $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
Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
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

1
EFL
ERn Financial LLC
Wisconsin
$14.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.5M
3
UBS Group
UBS Group
Switzerland
$5.26M
4
Bank of America
Bank of America
North Carolina
$26.7M
5
LPL Financial
LPL Financial
California
$15.7M

Top Sellers

1
LC
Legacy CG
Texas
$668K
2
Goldman Sachs
Goldman Sachs
New York
$0
3
AWA
Amplius Wealth Advisors
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.99M
5
SAG
SageView Advisory Group
California
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
51
SWMG LLC
Texas
$959K -$21.9K -439 -2%
SPC
52
Sigma Planning Corp
Michigan
$890K +$94.4K +1,895 +12%
TFM
53
Trademark Financial Management
Minnesota
$865K -$498K -9,998 -37%
GRP
54
Global Retirement Partners
California
$847K +$847K +17,000 New
DWP
55
Daymark Wealth Partners
Ohio
$719K +$15.2K +305 +2%
LC
56
Legacy CG
Texas
$668K -$13.4M -268,717 -95%
KAS
57
Kestra Advisory Services
Texas
$600K +$102K +2,049 +20%
CWM
58
Comprehensive Wealth Management
Washington
$554K +$554K +11,121 New
RW
59
REDW Wealth
New Mexico
$472K +$9.96K +200 +2%
BW
60
Bison Wealth
Georgia
$456K – – –
MCM
61
Mainstay Capital Management
Michigan
$411K +$71.4K +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 +$49.4K +991 +17%
IWM
65
IHT Wealth Management
Illinois
$317K -$276K -5,546 -47%
AAS
66
Avantax Advisory Services
Texas
$281K +$281K +5,642 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$269K – – –
WWM
68
WT Wealth Management
Arizona
$220K +$6.77K +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 -$292K -5,869 -57%
SAG
71
SageView Advisory Group
California
$207K -$2.56M -6,115 Closed
PS
72
Principal Securities
Iowa
$66.8K -$58.6K -1,177 -47%
NA
73
NewEdge Advisors
Louisiana
$66.5K – – –
AIM
74
Astor Investment Management
Illinois
$65.1K +$65.1K +1,308 New
PTC
75
Private Trust Company
Ohio
$57.7K – – –
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