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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 $517M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
42
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFL
1
ERn Financial LLC
Wisconsin
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.5M
3
UBS Group
3
UBS Group
Switzerland
$5.26M
4
Bank of America
4
Bank of America
North Carolina
$26.7M
5
LPL Financial
5
LPL Financial
California
$15.7M

Top Sellers

1
LC
1
Legacy CG
Texas
$668K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.99M
5
SAG
5
SageView Advisory Group
California
$207K
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$214M 4,292,597 +60,752 +1%
MAM
2
Marquette Asset Management
Minnesota
$29.9M 600,145 +4,656 +0.8%
Bank of America
3
Bank of America
North Carolina
$26.7M 535,530 +80,176 +18%
Morgan Stanley
4
Morgan Stanley
New York
$22.7M 455,331 +71,000 +18%
LPL Financial
5
LPL Financial
California
$15.7M 314,769 +75,634 +32%
EFL
6
ERn Financial LLC
Wisconsin
$14.1M 283,649 +283,649 New
WA
7
Waverly Advisors
Alabama
$13M 260,086 +19,865 +8%
CPG
8
Cornerstone Planning Group
New Jersey
$12.7M 251,189 +16,243 +7%
Mariner
9
Mariner
Kansas
$12.4M 248,171 +3,133 +1%
AI
10
Atria Investments
North Carolina
$11.9M 238,733 -12,846 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.5M 231,105 +99,876 +76%
PWP
12
PrairieView Wealth Partners
Illinois
$10.8M 217,677 +4,494 +2%
TFA
13
Toth Financial Advisory
Virginia
$7.97M 160,069 +2,094 +1%
RWA
14
Redhawk Wealth Advisors
Minnesota
$7.87M 158,060 +72,309 +84%
CFD
15
Creative Financial Designs
Indiana
$7.15M 143,600 +6,752 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.21M 124,615 +13,121 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.91M 118,729 +34,113 +40%
UBS Group
18
UBS Group
Switzerland
$5.26M 105,533 +89,865 +574%
PVI
19
Pine Valley Investments
New Jersey
$5.21M 104,710 +27,265 +35%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.92M 98,765 +4,913 +5%
RJA
21
Raymond James & Associates
Florida
$4.39M 88,148 -19,270 -18%
QWM
22
Quadcap Wealth Management
Texas
$4.31M 86,508 +41,775 +93%
MTWM
23
Masso Torrence Wealth Management
New Jersey
$4.18M 83,930 +4,567 +6%
STA
24
Smith Thornton Advisors
Alabama
$3.71M 74,410 +74,410 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.99M 60,124 -55,464 -48%
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