Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
92 hedge funds and large institutions have $587M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
114% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 22
14% more capital invested
Capital invested by funds: $517M → $587M (+$70.3M)
10% more funds holding
Funds holding: 84 → 92 (+8)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.76% less ownership
Funds ownership: 81.07% → 80.3% (-0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M
MOTCO
San Antonio,
Texas
|
+$11.3M |
| 2 |
Morgan Stanley
New York
|
+$10.7M |
| 3 |
B
Bensler
Bellevue,
Washington
|
+$10.1M |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$7.11M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
PrairieView Wealth Partners
Orland Park,
Illinois
|
-$10.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$6.54M |
| 3 |
Jane Street
New York
|
-$2.85M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$2.83M |
| 5 |
QWM
Quadcap Wealth Management
Frisco,
Texas
|
-$878K |
USTB Hedge Fund Activity: Q3 2024 in Review
92 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q3 2024, worth a combined $587M — up 14% from $517M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new USTB positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.
The largest buyer was MOTCO, opening a new position worth an estimated $11.3M. The largest seller was PrairieView Wealth Partners, cutting an estimated $10.5M.
- 92 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q3 2024, up from 84 in Q2 2024.
- Funds reported $587M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 14 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q3 2024 and 6 closed out, a net change of +8 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q3 2024 was MOTCO, an estimated $11.3M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q3 2024 was PrairieView Wealth Partners, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2024.