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Victory Portfolios II VictoryShares Short-Term Bond ETF

11 hedge funds and large institutions have $237M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $213M → $237M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

3.65% less ownership

Funds ownership: 98.99%95.34% (-3.7%)

15% less funds holding

Funds holding: 1311 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$142M +$21.4M +413,919 +18%
USAA
2
United Services Automobile Association
Texas
$49.7M -$1M -19,336 -2%
Charles Schwab
3
Charles Schwab
California
$21.1M -$1.66M -32,083 -7%
TFA
4
Toth Financial Advisory
Virginia
$15.4M +$369K +7,129 +2%
Jane Street
5
Jane Street
New York
$4.03M +$4.03M +77,825 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.98M +$1.98M +38,184 New
Morgan Stanley
7
Morgan Stanley
New York
$1.01M +$408K +7,880 +68%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$745K +$725K +14,000 +3,646%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$259K -$259K -5,000 -50%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$216K -$363 -7 -0.2%
DAS
11
Dynamic Advisor Solutions
Arizona
$207K +$207K +4,000 New
FTUS
12
Flow Traders U.S.
New York
-$1.3M -25,101 Closed
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$671K -12,964 Closed
GWM
14
Geneos Wealth Management
Colorado
-$14K -287 Closed
UBS Group
15
UBS Group
Switzerland
-$3K -58 Closed
Osaic Holdings
16
Osaic Holdings
Arizona
-$2K -41 Closed

USTB Hedge Fund Activity: Q4 2020 in Review

11 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q4 2020, worth a combined $237M — up 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of USTB and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Victory Capital Management, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $1.66M.

  • 11 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q4 2020, down from 13 in Q3 2020.
  • Funds reported $237M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q4 2020, up 12% quarter-over-quarter.
  • 3 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q4 2020 and 5 closed out, a net change of -2 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q4 2020 was Victory Capital Management, an estimated $21.4M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q4 2020 was Charles Schwab, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2020.