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

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.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
24
Reduced
26
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34M
2
Jane Street
Jane Street
New York
$16.4M
3
CPG
Cornerstone Planning Group
New Jersey
$11.3M
4
CFD
Creative Financial Designs
Indiana
$6.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$32
2
AIM
Astor Investment Management
Illinois
$0
3
AWM
AE Wealth Management
Kansas
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.63M
5
BCI
Brinker Capital Investments
Pennsylvania
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
SouthState Corp
Florida
$1.09K +$1.09K +22 New
VCM
77
Versant Capital Management
Arizona
$496 +$248 +5 +100%
Wells Fargo
78
Wells Fargo
California
$32 -$12.7M -396,205 -100%
AIM
79
Astor Investment Management
Illinois
– -$10.1M -206,096 Closed
AWM
80
AE Wealth Management
Kansas
– -$6.93M -141,707 Closed
CWA
81
Centennial Wealth Advisory
Michigan
– -$3.74M -76,377 Closed
LCGC
82
Legacy Capital Group California
California
– -$1.88M -38,478 Closed
AWC
83
Adamsbrown Wealth Consultants
Kansas
– -$1.76M -36,067 Closed
OWA
84
Outlook Wealth Advisors
Texas
– -$1.23M -25,050 Closed
ECA
85
Elevated Capital Advisors
Utah
– -$727K -14,869 Closed
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
– -$669K -13,684 Closed
LCWP
87
Legacy Capital Wealth Partners
Arkansas
– -$419K -8,556 Closed
Bank of New York Mellon
88
Bank of New York Mellon
New York
– -$375K -7,672 Closed
FCM
89
Fourpath Capital Management
Oklahoma
– -$265K -5,410 Closed
AWM
90
Axxcess Wealth Management
California
– -$260K -5,312 Closed
CW
91
CreativeOne Wealth
Kansas
– -$238K -4,865 Closed
DC
92
Davenport & Co
Virginia
– -$238K -4,860 Closed
RCM
93
Raleigh Capital Management
North Carolina
– -$219K -4,485 Closed
GM
94
GeoWealth Management
Illinois
– -$186K -3,816 Closed
Creative Planning
95
Creative Planning
Kansas
– -$109K -2,219 Closed
IA
96
IFP Advisors
Florida
– -$26.7K -546 Closed
TFA
97
Transamerica Financial Advisors
Florida
– -$4K -77 Closed
APC
98
Aspire Private Capital
North Carolina
– -$3.67K -75 Closed
Comerica Bank
99
Comerica Bank
Texas
– -$2.3K -47 Closed
LFG
100
Larson Financial Group
Missouri
– -$1.52K -31 Closed
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