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

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.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
47
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M
1
MOTCO
Texas
$11.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.9M
3
B
3
Bensler
Washington
$10.2M
4
CAC
4
Certified Advisory Corp
Florida
$8.3M
5
Bank of America
5
Bank of America
North Carolina
$33.8M

Top Sellers

1
PWP
1
PrairieView Wealth Partners
Illinois
$509K
2
Victory Capital Management
2
Victory Capital Management
Texas
$212M
3
CFD
3
Creative Financial Designs
Indiana
$4.44M
4
Jane Street
4
Jane Street
New York
$0
5
QWM
5
Quadcap Wealth Management
Texas
$3.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$212M 4,162,865 -129,732 -3%
Morgan Stanley
2
Morgan Stanley
New York
$33.9M 667,559 +212,228 +47%
Bank of America
3
Bank of America
North Carolina
$33.8M 665,443 +129,913 +24%
MAM
4
Marquette Asset Management
Minnesota
$31M 610,891 +10,746 +2%
LPL Financial
5
LPL Financial
California
$18.4M 362,035 +47,266 +15%
EFL
6
ERn Financial LLC
Wisconsin
$14.9M 292,859 +9,210 +3%
WA
7
Waverly Advisors
Alabama
$14.3M 280,701 +20,615 +8%
CPG
8
Cornerstone Planning Group
New Jersey
$13.6M 270,565 +19,376 +8%
Mariner
9
Mariner
Kansas
$13.4M 263,773 +15,602 +6%
AI
10
Atria Investments
North Carolina
$12.4M 243,415 +4,682 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.9M 233,331 +2,226 +1%
M
12
MOTCO
Texas
$11.3M 223,348 +223,348 New
B
13
Bensler
Washington
$10.2M 200,137 +200,137 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.89M 194,633 +70,018 +56%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.29M 182,899 +122,775 +204%
TFA
16
Toth Financial Advisory
Virginia
$8.31M 163,585 +3,516 +2%
CAC
17
Certified Advisory Corp
Florida
$8.3M 163,310 +140,989 +632%
RWA
18
Redhawk Wealth Advisors
Minnesota
$8.15M 160,406 +2,346 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.04M 138,643 +19,914 +17%
Prudential Financial
20
Prudential Financial
New Jersey
$6.92M 136,188 +108,278 +388%
PWMG
21
Pinnacle Wealth Management Group
Michigan
$6.4M 125,863 +125,863 New
PVI
22
Pine Valley Investments
New Jersey
$5.99M 117,976 +13,266 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.35M 105,241 +6,476 +7%
RJA
24
Raymond James & Associates
Florida
$5.23M 102,964 +14,816 +17%
UBS Group
25
UBS Group
Switzerland
$4.59M 90,400 -15,133 -14%
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