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Victory Portfolios II VictoryShares Short-Term Bond ETF

79 hedge funds and large institutions have $503M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
28
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$205M 4,180,500 +80,000 +2%
MAM
2
Marquette Asset Management
Minnesota
$26.9M 550,474 +17,832 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$25.8M 526,808 -485,944 -48%
OPS
4
Orion Portfolio Solutions
Nebraska
$25.8M 526,808 -485,944 -48%
Wells Fargo
5
Wells Fargo
California
$19.4M 396,206 -13,542 -3%
AI
6
Atria Investments
North Carolina
$14.3M 292,435 +19,098 +7%
Morgan Stanley
7
Morgan Stanley
New York
$13.6M 278,700 -55,318 -17%
AWA
8
Amplius Wealth Advisors
Pennsylvania
$13.1M 268,074 +65,438 +32%
LC
9
Legacy CG
Texas
$12.9M 262,937 +43,729 +20%
Bank of America
10
Bank of America
North Carolina
$12.7M 259,932 -36,352 -12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.4M 253,138 +32,871 +15%
LPL Financial
12
LPL Financial
California
$11.7M 240,040 -56,650 -19%
Mariner
13
Mariner
Kansas
$11.5M 236,081 +11,031 +5%
AIM
14
Astor Investment Management
Illinois
$10.1M 206,096 -17,736 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.36M 191,241 +56,381 +42%
SFG
16
StrategIQ Financial Group
Indiana
$8.24M 168,492 +44,781 +36%
TFA
17
Toth Financial Advisory
Virginia
$7.21M 147,297 -5,052 -3%
AWM
18
AE Wealth Management
Kansas
$6.93M 141,707 -43,309 -23%
Stifel Financial
19
Stifel Financial
Missouri
$4.72M 96,487 +15,227 +19%
CWA
20
Centennial Wealth Advisory
Michigan
$3.74M 76,377 -5,861 -7%
RJA
21
Raymond James & Associates
Florida
$3.6M 73,507 +149 +0.2%
BWA
22
Burt Wealth Advisors
Maryland
$3.55M 72,564 +72,564 New
MTWM
23
Masso Torrence Wealth Management
New Jersey
$3.12M 63,705 +1,149 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.84M 58,011 +58,011 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.8M 57,299 -22,776 -28%