Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
84 hedge funds and large institutions have $517M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 21
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
3% more capital invested
Capital invested by funds: $503M → $517M (+$14.1M)
0% more funds holding
Funds holding: 84 → 84 (0)
3.39% less ownership
Funds ownership: 84.46% → 81.07% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$14.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.46M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.98M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$13.3M |
| 2 |
Goldman Sachs
New York
|
-$8.79M |
| 3 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$8.08M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.75M |
| 5 |
Jane Street
New York
|
-$1.77M |
USTB Hedge Fund Activity: Q2 2024 in Review
84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q2 2024, worth a combined $517M — up 2.8% from $503M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new USTB positions and 9 closed out — a net gain of 1 holder — while 42 added to existing stakes and 21 trimmed.
The largest buyer was ERn Financial LLC, opening a new position worth an estimated $14.1M. The largest seller was Legacy CG, cutting an estimated $13.3M.
- 84 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $517M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q2 2024, up 2.8% quarter-over-quarter.
- 10 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q2 2024 and 9 closed out, a net change of +1 holder.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q2 2024 was ERn Financial LLC, an estimated $14.1M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q2 2024 was Legacy CG, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2024.