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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

92 hedge funds and large institutions have $587M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $517M → $587M (+$70.3M)

10% more funds holding

Funds holding: 84 → 92 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.76% less ownership

Funds ownership: 81.07% → 80.3% (-0.76%)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
47
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M
MOTCO
Texas
+$11.3M
2
Morgan Stanley
Morgan Stanley
New York
+$10.7M
3
B
Bensler
Washington
+$10.1M
4
CAC
Certified Advisory Corp
Florida
+$7.11M
5
Bank of America
Bank of America
North Carolina
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
PWP
PrairieView Wealth Partners
Illinois
-$10.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$6.54M
3
Jane Street
Jane Street
New York
-$2.85M
4
CFD
Creative Financial Designs
Indiana
-$2.83M
5
QWM
Quadcap Wealth Management
Texas
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Adapt Wealth Advisors
Georgia
$921K +$913K +18,118 New
MCC
52
Money Concepts Capital
Florida
$911K -$131K -2,607 -13%
FTUS
53
Flow Traders U.S.
New York
$831K -$444K -8,811 -35%
MA
54
MONECO Advisors
Connecticut
$803K +$797K +15,803 New
SPC
55
Sigma Planning Corp
Michigan
$796K -$111K -2,200 -12%
SL
56
SWMG LLC
Texas
$767K -$201K -3,995 -21%
IWM
57
IHT Wealth Management
Illinois
$727K +$400K +7,929 +124%
DWP
58
Daymark Wealth Partners
Ohio
$713K -$20.1K -399 -3%
KAS
59
Kestra Advisory Services
Texas
$709K +$95.9K +1,903 +16%
PWM
60
Perigon Wealth Management
California
$623K +$618K +12,262 New
CWM
61
Comprehensive Wealth Management
Washington
$604K +$38.4K +762 +7%
PWP
62
PrairieView Wealth Partners
Illinois
$509K -$10.5M -207,663 -95%
AWM
63
Aspire Wealth Management
Massachusetts
$445K +$45.2K +897 +11%
SIMC
64
Squire Investment Management Company
Utah
$431K +$428K +8,489 New
GRP
65
Global Retirement Partners
California
$414K -$447K -8,858 -52%
MCM
66
Mainstay Capital Management
Michigan
$409K -$10K -199 -2%
PCS
67
Private Client Services
Kentucky
$404K +$401K +7,961 New
CCWM
68
Cassaday & Co Wealth Management
Virginia
$362K – – –
Betterment LLC
69
Betterment LLC
New York
$360K +$357K +7,084 New
BW
70
Bison Wealth
Georgia
$356K -$108K -2,134 -23%
BWA
71
Burt Wealth Advisors
Maryland
$356K +$17.6K +350 +5%
RW
72
REDW Wealth
New Mexico
$346K -$135K -2,670 -28%
FHA
73
Flagship Harbor Advisors
Massachusetts
$307K +$304K +6,035 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$275K – – –
MWP
75
Madison Wealth Partners
Wisconsin
$267K +$265K +5,254 New
1 2
3
4

USTB Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q3 2024, worth a combined $587M — up 14% from $517M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USTB positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was MOTCO, opening a new position worth an estimated $11.3M. The largest seller was PrairieView Wealth Partners, cutting an estimated $10.5M.

  • 92 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q3 2024, up from 84 in Q2 2024.
  • Funds reported $587M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 14 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q3 2024 and 6 closed out, a net change of +8 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q3 2024 was MOTCO, an estimated $11.3M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q3 2024 was PrairieView Wealth Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.