Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
66 hedge funds and large institutions have $555M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $431M → $555M (+$124M)
16.06% more ownership
Funds ownership: 90.14% → 106.2% (+16%)
10% more funds holding
Funds holding: 60 → 66 (+6)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$49.6M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$49.6M |
| 3 |
Jane Street
New York
|
+$25.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$8.67M |
| 5 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.91M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.44M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.27M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.61M |
USTB Hedge Fund Activity: Q2 2023 in Review
66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q2 2023, worth a combined $555M — up 29% from $431M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new USTB positions and 10 closed out — a net gain of 7 holders — while 20 added to existing stakes and 25 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $49.6M. The largest seller was Morgan Stanley, cutting an estimated $5.53M.
- 66 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q2 2023, up from 60 in Q1 2023.
- Funds reported $555M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q2 2023, up 29% quarter-over-quarter.
- 17 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q2 2023 and 10 closed out, a net change of +7 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $49.6M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $5.53M sold.
Based on aggregated 13F filings for Q2 2023.