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Victory Portfolios II VictoryShares Short-Term Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
18
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$12.1M
2
Mariner
2
Mariner
Kansas
$10.1M
3
LPL Financial
3
LPL Financial
California
$11M
4
LC
4
Legacy CG
Texas
$9.96M
5
ACG
5
Allen Capital Group
Nebraska
$4.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.9M
3
Jane Street
3
Jane Street
New York
$0
4
GM
4
GeoWealth Management
Illinois
$196K
5
Wells Fargo
5
Wells Fargo
California
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$192M – – –
MAM
2
Marquette Asset Management
Minnesota
$26.5M -$1.14M -23,166 -4%
Wells Fargo
3
Wells Fargo
California
$22.5M -$1.44M -29,285 -6%
Morgan Stanley
4
Morgan Stanley
New York
$21.9M -$8.36M -170,493 -28%
Bank of America
5
Bank of America
North Carolina
$14.4M +$2.97M +60,562 +26%
AI
6
Atria Investments
North Carolina
$12.1M +$9.71M +197,985 +400%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12M +$393K +8,008 +3%
AIM
8
Astor Investment Management
Illinois
$11.9M -$607K -12,382 -5%
LPL Financial
9
LPL Financial
California
$11M +$4.92M +100,383 +81%
AWA
10
Amplius Wealth Advisors
Pennsylvania
$10.5M -$1.28M -26,163 -11%
Mariner
11
Mariner
Kansas
$10.1M +$9.7M +197,766 +2,556%
LC
12
Legacy CG
Texas
$9.96M +$4.87M +99,257 +96%
AWM
13
AE Wealth Management
Kansas
$9.6M -$80K -1,630 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.85M +$255K +5,198 +3%
TFA
15
Toth Financial Advisory
Virginia
$7.89M -$303K -6,184 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.95M -$9.17M -186,661 -57%
Stifel Financial
17
Stifel Financial
Missouri
$6.26M +$3.57M +72,693 +132%
ACG
18
Allen Capital Group
Nebraska
$4.58M +$4.58M +93,330 New
CWA
19
Centennial Wealth Advisory
Michigan
$4.16M +$116K +2,374 +3%
RJA
20
Raymond James & Associates
Florida
$3.57M -$73.4K -1,497 -2%
MTWM
21
Masso Torrence Wealth Management
New Jersey
$2.92M -$502K -10,236 -15%
RWPA
22
Richard W. Paul & Associates
Michigan
$1.78M -$15.3K -311 -0.9%
LCGC
23
Legacy Capital Group California
California
$1.77M +$1.77M +36,016 New
HI
24
Harbour Investments
Wisconsin
$1.73M -$18.7K -381 -1%
AWS
25
Atria Wealth Solutions
New York
$1.55M +$597K +12,166 +63%
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