Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
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.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
123% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 22
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
21% more capital invested
Capital invested by funds: $587M → $712M (+$124M)
15% more funds holding
Funds holding: 92 → 106 (+14)
1.77% less ownership
Funds ownership: 80.3% → 78.53% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$48.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$11.1M |
| 5 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$9.89M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.77M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.97M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$6.92M |
| 5 |
Morgan Stanley
New York
|
-$5.85M |
USTB Hedge Fund Activity: Q4 2024 in Review
106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q4 2024, worth a combined $712M — up 21% from $587M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USTB positions and 8 closed out — a net gain of 17 holders — while 49 added to existing stakes and 22 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $48.3M. The largest seller was Mariner, cutting an estimated $9.89M.
- 106 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q4 2024, up from 92 in Q3 2024.
- Funds reported $712M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 25 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q4 2024 and 8 closed out, a net change of +17 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q4 2024 was Victory Capital Management, an estimated $48.3M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q4 2024 was Mariner, an estimated $9.89M sold.
Based on aggregated 13F filings for Q4 2024.