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

106 hedge funds and large institutions have $712M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.41%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
25
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$257M
2
LPL Financial
LPL Financial
California
$36M
3
Bank of America
Bank of America
North Carolina
$45.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.4M
5
HCA
Horan Capital Advisors
Ohio
$8.48M

Top Sellers

1
Mariner
Mariner
Kansas
$3.39M
2
AI
Atria Investments
North Carolina
$2.49M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23M
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
Morgan Stanley
Morgan Stanley
New York
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.33M -$362K -7,213 -21%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.23M -$7.95M -158,306 -87%
OC
53
Oppenheimer & Co
New York
$1.19M +$1.19M +23,768 New
ASN
54
Advisory Services Network
Georgia
$1.19M -$185K -3,693 -13%
SPC
55
Sigma Planning Corp
Michigan
$1.01M +$222K +4,424 +28%
Jane Street
56
Jane Street
New York
$1M +$1M +19,936 New
OWM
57
OneAscent Wealth Management
Alabama
$959K +$959K +19,104 New
MA
58
MONECO Advisors
Connecticut
$870K +$77K +1,533 +10%
SL
59
SWMG LLC
Texas
$819K +$51.6K +1,026 +7%
FHA
60
Flagship Harbor Advisors
Massachusetts
$812K +$509K +10,149 +168%
MWP
61
Madison Wealth Partners
Wisconsin
$770K +$506K +10,086 +192%
MCC
62
Money Concepts Capital
Florida
$766K -$134K -2,675 -15%
KAS
63
Kestra Advisory Services
Texas
$754K +$53.5K +1,065 +8%
TFM
64
Trademark Financial Management
Minnesota
$677K -$337K -6,715 -33%
CWM
65
Comprehensive Wealth Management
Washington
$676K +$79.1K +1,575 +13%
DWP
66
Daymark Wealth Partners
Ohio
$672K -$32.2K -641 -5%
HS
67
Horan Securities
United States
$671K +$671K +13,365 New
IWM
68
IHT Wealth Management
Illinois
$632K -$85.3K -1,700 -12%
SIMC
69
Squire Investment Management Company
Utah
$618K +$191K +3,814 +45%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$618K +$618K +12,302 New
PWM
71
Perigon Wealth Management
California
$590K -$26.8K -533 -4%
WI
72
Westbourne Investments
Virginia
$553K +$553K +11,023 New
EH
73
Equitable Holdings
New York
$522K +$522K +10,403 New
GRP
74
Global Retirement Partners
California
$508K +$99.3K +1,979 +24%
PCS
75
Private Client Services
Kentucky
$498K +$98.4K +1,960 +25%
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