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

84 hedge funds and large institutions have $503M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
43
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$12M
2
PWP
2
PrairieView Wealth Partners
Illinois
$10.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.79M
4
Bank of America
4
Bank of America
North Carolina
$22.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.22M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$2.45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.2M
4
Jane Street
4
Jane Street
New York
$4.63M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$211M – – –
MAM
2
Marquette Asset Management
Minnesota
$29.7M +$80.5K +1,615 +0.3%
Bank of America
3
Bank of America
North Carolina
$22.7M +$7.35M +147,457 +48%
Morgan Stanley
4
Morgan Stanley
New York
$19.2M -$15M -301,623 -44%
LC
5
Legacy CG
Texas
$14.1M -$711K -14,277 -5%
AI
6
Atria Investments
North Carolina
$12.5M +$597K +11,972 +5%
Mariner
7
Mariner
Kansas
$12.2M +$478K +9,596 +4%
WA
8
Waverly Advisors
Alabama
$12M +$12M +240,221 New
LPL Financial
9
LPL Financial
California
$11.9M +$761K +15,280 +7%
CPG
10
Cornerstone Planning Group
New Jersey
$11.7M +$358K +7,203 +3%
PWP
11
PrairieView Wealth Partners
Illinois
$10.6M +$10.6M +213,183 New
Goldman Sachs
12
Goldman Sachs
New York
$8.79M +$8.79M +176,487 New
AWA
13
Amplius Wealth Advisors
Pennsylvania
$8.08M -$4.61M -92,570 -36%
TFA
14
Toth Financial Advisory
Virginia
$7.87M +$440K +8,825 +6%
CFD
15
Creative Financial Designs
Indiana
$6.82M +$127K +2,557 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.54M +$688K +13,811 +12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.76M +$102K +2,039 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.56M +$3.95M +79,206 +245%
RJA
19
Raymond James & Associates
Florida
$5.35M +$172K +3,458 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.68M +$1.56M +31,265 +50%
Jane Street
21
Jane Street
New York
$4.63M -$11.9M -238,487 -72%
RWA
22
Redhawk Wealth Advisors
Minnesota
$4.27M +$3.14M +62,928 +276%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.22M +$4.22M +84,616 New
MTWM
24
Masso Torrence Wealth Management
New Jersey
$3.95M +$334K +6,709 +9%
PVI
25
Pine Valley Investments
New Jersey
$3.86M +$3.4M +68,278 +745%
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