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

119 hedge funds and large institutions have $934M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
15
Increased
59
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.8M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$28M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.6M
5
LPL Financial
5
LPL Financial
California
$53.8M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$26.7M
2
MAM
2
Marquette Asset Management
Minnesota
$26.1M
3
STA
3
Smith Thornton Advisors
Alabama
$5.61M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.11M
5
EFL
5
ERn Financial LLC
Wisconsin
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Adapt Wealth Advisors
Georgia
$8.59M 168,943 +9,978 +6%
CFD
27
Creative Financial Designs
Indiana
$8.37M 164,656 +75,233 +84%
PWMG
28
Pinnacle Wealth Management Group
Michigan
$7.4M 145,541 +6,569 +5%
AWM
29
Avaii Wealth Management
Wisconsin
$6.88M 135,312 +6,073 +5%
MTWM
30
Masso Torrence Wealth Management
New Jersey
$6.68M 131,406 +9,890 +8%
QWM
31
Quadcap Wealth Management
Texas
$5.79M 113,912 +5,949 +6%
STA
32
Smith Thornton Advisors
Alabama
$5.61M 110,405 -30,045 -21%
MCA
33
Midwest Capital Advisors
Michigan
$5.01M 98,498 +3,376 +4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.99M 98,105 +46,826 +91%
Osaic Holdings
35
Osaic Holdings
Arizona
$4.96M 98,825 -25,347 -20%
DC
36
Darrow Company
Massachusetts
$4.1M 80,578 +2,243 +3%
KWM
37
Kingsview Wealth Management
Oregon
$3.87M 76,245 +18,507 +32%
NFG
38
Nations Financial Group
Iowa
$3.76M 73,980 +5,103 +7%
LWM
39
Lakeridge Wealth Management
Ohio
$3.64M 71,721 +9,496 +15%
Jane Street
40
Jane Street
New York
$3.21M 63,206 -8,915 -12%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.97M 58,391 +3,474 +6%
AWS
42
Atria Wealth Solutions
New York
$2.96M 58,167 -2,138 -4%
SIC
43
Samalin Investment Counsel
New York
$2.58M 50,818 -1,381 -3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.46M 48,449 +7,223 +18%
OWM
45
OneAscent Wealth Management
Alabama
$2.34M 46,115 +13,603 +42%
Mariner
46
Mariner
Kansas
$2.3M 45,279 -12,566 -22%
SPIA
47
Steward Partners Investment Advisory
New York
$2.22M 43,598 +43,598 New
MFG
48
Merit Financial Group
Georgia
$2.1M 41,352 -8,669 -17%
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$2.03M 39,946 +20,249 +103%
TFM
50
Trademark Financial Management
Minnesota
$1.98M 38,914 +5,430 +16%
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