Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
77 hedge funds and large institutions have $508M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 24 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1% more capital invested
Capital invested by funds: $503M → $508M (+$5M)
0.86% more ownership
Funds ownership: 90.92% → 91.79% (+0.86%)
4% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 24
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
3% less funds holding
Funds holding: 79 → 77 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.9M |
| 2 |
Jane Street
New York
|
+$15.6M |
| 3 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$11.2M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$6.58M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$19.4M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$10.1M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.93M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.84M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.83M |
USTB Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q4 2023, worth a combined $508M — up 0.99% from $503M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of USTB and 23 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $19.9M. The largest seller was Wells Fargo, cutting an estimated $19.4M.
- 77 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q4 2023, down from 79 in Q3 2023.
- Funds reported $508M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q4 2023, up 0.99% quarter-over-quarter.
- 23 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q4 2023 and 24 closed out, a net change of -1 holder.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.9M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2023.