USTB icon

Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

Overview Fund Activity

106 hedge funds and large institutions have $712M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.41%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
25
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$257M
2
LPL Financial
2
LPL Financial
California
$36M
3
Bank of America
3
Bank of America
North Carolina
$45.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.4M
5
HCA
5
Horan Capital Advisors
Ohio
$8.48M

Top Sellers

1
Mariner
1
Mariner
Kansas
$3.39M
2
AI
2
Atria Investments
North Carolina
$2.49M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$257M +$48.2M +959,375 +23%
Bank of America
2
Bank of America
North Carolina
$45.2M +$11.8M +235,003 +35%
LPL Financial
3
LPL Financial
California
$36M +$17.8M +354,102 +98%
MAM
4
Marquette Asset Management
Minnesota
$28.3M -$2.41M -48,045 -8%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M -$5.83M -116,166 -17%
BWS
6
Broadway Wealth Solutions
Texas
$19.3M +$19.3M +384,580 New
Raymond James Financial
7
Raymond James Financial
Florida
$16M +$16M +318,054 New
WA
8
Waverly Advisors
Alabama
$15.8M +$1.75M +34,835 +12%
EFL
9
ERn Financial LLC
Wisconsin
$15.1M +$441K +8,790 +3%
M
10
MOTCO
Texas
$14.2M +$2.94M +58,610 +26%
RWA
11
Redhawk Wealth Advisors
Minnesota
$13.6M +$5.57M +110,916 +69%
NPAN
12
Northeast Planning Associates NH
New Hampshire
$12.2M +$12.2M +242,039 New
CPG
13
Cornerstone Planning Group
New Jersey
$12.1M -$1.55M -30,812 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.6M -$106K -2,104 -0.9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$11.1M +221,139 +4,093%
B
16
Bensler
Washington
$10.9M +$830K +16,542 +8%
CAC
17
Certified Advisory Corp
Florida
$8.74M +$546K +10,880 +7%
HCA
18
Horan Capital Advisors
Ohio
$8.48M +$8.48M +169,023 New
TFA
19
Toth Financial Advisory
Virginia
$8.27M +$60.3K +1,202 +0.7%
PVI
20
Pine Valley Investments
New Jersey
$8.17M +$2.25M +44,774 +38%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.63M +$672K +13,382 +10%
AWA
22
Adapt Wealth Advisors
Georgia
$7.3M +$6.39M +127,204 +702%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.29M +$2M +39,939 +38%
PWMG
24
Pinnacle Wealth Management Group
Michigan
$6.78M +$466K +9,284 +7%
UBS Group
25
UBS Group
Switzerland
$5.59M +$1.06M +21,024 +23%
1
2 3 4 5