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Victory Portfolios II VictoryShares Short-Term Bond ETF

141 hedge funds and large institutions have $1.55B invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 82 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

134% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $1.3B → $1.55B (+$244M)

6% more funds holding

Funds holding: 133141 (+8)

0.79% more ownership

Funds ownership: 75.25%76.04% (+0.79%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
1.74%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
14
Increased
82
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$274M +$3.27M +64,257 +1%
MFG
2
Merit Financial Group
Georgia
$143M +$11.4M +224,216 +9%
Morgan Stanley
3
Morgan Stanley
New York
$128M +$18.1M +354,900 +16%
LPL Financial
4
LPL Financial
California
$81.3M +$13.9M +273,004 +20%
Bank of America
5
Bank of America
North Carolina
$77.5M +$7.11M +139,855 +10%
SWM
6
SHP Wealth Management
Massachusetts
$63.1M +$63.4M +1,246,240 +63,101%
SFGP
7
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.6M +$6.09M +119,772 +16%
AWA
8
Amplius Wealth Advisors
Pennsylvania
$37.1M -$1.85M -36,301 -5%
BWS
9
Broadway Wealth Solutions
Texas
$28.3M +$2.03M +39,933 +8%
MAM
10
Marquette Asset Management
Minnesota
$26.6M +$437K +8,583 +2%
CAL
11
Capital Analysts LLC
Pennsylvania
$26.1M -$2.34M -46,095 -8%
Raymond James Financial
12
Raymond James Financial
Florida
$24.4M +$5.75M +113,026 +31%
PAG
13
Private Advisor Group
New Jersey
$23.5M +$3.38M +66,473 +17%
Jane Street
14
Jane Street
New York
$23.2M +$23.3M +458,615 New
WA
15
Waverly Advisors
Alabama
$22.8M +$1.38M +27,171 +6%
EWS
16
Evergreen Wealth Solutions
Pennsylvania
$19.8M +$8.93M +175,527 +81%
M
17
MOTCO
Texas
$18.9M +$1.05M +20,686 +6%
EFL
18
ERn Financial LLC
Wisconsin
$16.9M +$957K +18,823 +6%
Stifel Financial
19
Stifel Financial
Missouri
$15.6M +$3.27M +64,217 +26%
CPG
20
Cornerstone Planning Group
New Jersey
$14.8M +$2.38M +46,742 +19%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.5M +$529K +10,390 +4%
NPAN
22
Northeast Planning Associates NH
New Hampshire
$13.4M +$669K +13,161 +5%
RWA
23
Redhawk Wealth Advisors
Minnesota
$13.4M +$1.24M +24,446 +10%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$13.4M +$10.6M +208,804 +378%
HW
25
HORAN Wealth
Ohio
$13.3M +$2.2M +43,338 +20%

USTB Hedge Fund Activity: Q1 2026 in Review

141 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2026, worth a combined $1.55B — up 19% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USTB positions and 4 closed out — a net gain of 10 holders — while 82 added to existing stakes and 35 trimmed.

The largest buyer was SHP Wealth Management, adding an estimated $63.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.03M.

  • 141 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2026, up from 133 in Q4 2025.
  • Funds reported $1.55B of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2026, up 19% quarter-over-quarter.
  • 14 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2026 and 4 closed out, a net change of +10 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2026 was SHP Wealth Management, an estimated $63.4M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2026.