Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
60 hedge funds and large institutions have $431M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more funds holding
Funds holding: 56 → 60 (+4)
4% more capital invested
Capital invested by funds: $414M → $431M (+$17.4M)
3.31% less ownership
Funds ownership: 93.46% → 90.14% (-3.3%)
31% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.7M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$9.69M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 4 |
LC
Legacy CG
Plano,
Texas
|
+$4.86M |
| 5 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.14M |
| 2 |
Morgan Stanley
New York
|
-$8.35M |
| 3 |
Jane Street
New York
|
-$3.62M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.72M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.43M |
USTB Hedge Fund Activity: Q1 2023 in Review
60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2023, worth a combined $431M — up 4.2% from $414M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new USTB positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 26 trimmed.
The largest buyer was Atria Investments, adding an estimated $9.7M. The largest seller was Osaic Holdings, cutting an estimated $9.14M.
- 60 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2023, up from 56 in Q4 2022.
- Funds reported $431M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
- 11 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2023 and 5 closed out, a net change of +6 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2023 was Atria Investments, an estimated $9.7M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2023 was Osaic Holdings, an estimated $9.14M sold.
Based on aggregated 13F filings for Q1 2023.