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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 %
MCM
76
Mainstay Capital Management
Michigan
$413K +$8.43K +168 +2%
PWP
77
PrairieView Wealth Partners
Illinois
$395K -$108K -2,153 -21%
BWA
78
Burt Wealth Advisors
Maryland
$362K +$10.3K +205 +3%
CCWM
79
Cassaday & Co Wealth Management
Virginia
$358K – – –
Betterment LLC
80
Betterment LLC
New York
$355K -$150 -3 -0%
GSWM
81
Greenup Street Wealth Management
Michigan
$305K +$305K +6,066 New
OWA
82
Octavia Wealth Advisors
Ohio
$300K +$82.6K +1,645 +38%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$294K +$294K +5,850 New
RW
84
REDW Wealth
New Mexico
$291K -$50.3K -1,001 -15%
BW
85
Bison Wealth
Georgia
$273K -$78.9K -1,572 -22%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$269K +$269K +5,367 New
AAS
87
Avantax Advisory Services
Texas
$240K +$24.7K +492 +11%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$219K -$1.36M -27,067 -86%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
AWP
90
Axis Wealth Partners
Rhode Island
$205K +$205K +4,085 New
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$155K +$155K +3,080 New
FFO
92
Fortitude Family Office
Arizona
$90.4K – – –
PS
93
Principal Securities
Iowa
$76.3K -$1.36K -27 -2%
NA
94
NewEdge Advisors
Louisiana
$67.1K – – –
PTC
95
Private Trust Company
Ohio
$58.2K – – –
CAL
96
Capital Analysts LLC
Pennsylvania
$55K – – –
AG
97
AmeriFlex Group
Nevada
$40.4K +$40.4K +800 New
HI
98
Harbour Investments
Wisconsin
$19.9K -$2.51K -50 -11%
CWM
99
Crowley Wealth Management
Delaware
$14.1K +$14.1K +280 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$11.4K +$11.4K +227 New
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