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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

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: 10 → 12 (+2)

19% more capital invested

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

6% more funds holding

Funds holding: 133 → 141 (+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
–

Top Buyers

1
SWM
SHP Wealth Management
Massachusetts
+$63.4M
2
Jane Street
Jane Street
New York
+$23.3M
3
Morgan Stanley
Morgan Stanley
New York
+$18.1M
4
LPL Financial
LPL Financial
California
+$13.9M
5
MFG
Merit Financial Group
Georgia
+$11.4M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.03M
2
PVI
Pine Valley Investments
New Jersey
-$4.39M
3
CAL
Capital Analysts LLC
Pennsylvania
-$2.34M
4
MWM
Maridea Wealth Management
New York
-$2.2M
5
B
Bensler
Washington
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$12.6M +$119K +2,342 +0.9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.27M +24,982 +12%
CAC
28
Certified Advisory Corp
Florida
$11.7M +$1.12M +22,076 +11%
BWP
29
BlueStem Wealth Partners
Minnesota
$11.2M +$596K +11,715 +6%
AC
30
Apella Capital
Connecticut
$11.1M +$1.26M +24,843 +13%
Wells Fargo
31
Wells Fargo
California
$10.7M +$9.37M +184,154 +664%
TFA
32
Toth Financial Advisory
Virginia
$10.6M +$1M +19,742 +10%
UBS Group
33
UBS Group
Switzerland
$10.6M -$452K -8,887 -4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$10.4M +$3.42M +67,271 +48%
WA
35
Winter & Associates
Minnesota
$10M +$3.36M +66,016 +50%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$9.76M +$3.08M +60,573 +46%
SF
37
Summit Financial
New Jersey
$9.69M +$2.93M +57,628 +43%
AWA
38
Adapt Wealth Advisors
Georgia
$9.59M +$418K +8,215 +5%
CFD
39
Creative Financial Designs
Indiana
$9.4M +$54K +1,061 +0.6%
SPIA
40
Steward Partners Investment Advisory
New York
$9.13M +$6.64M +130,578 +262%
SL
41
StoryOne LLC
Kansas
$9.12M – – –
PWMG
42
Pinnacle Wealth Management Group
Michigan
$9.04M +$1.01M +19,915 +13%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$7.87M -$573K -11,269 -7%
AWM
44
Avaii Wealth Management
Wisconsin
$7.76M +$234K +4,608 +3%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$7.65M -$7.03M -138,206 -48%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$7.59M +$4.18M +82,111 +121%
STA
47
Smith Thornton Advisors
Alabama
$6.64M +$347K +6,815 +5%
QWM
48
Quadcap Wealth Management
Texas
$6.49M -$509 -10 -0%
MML Investors Services
49
MML Investors Services
Massachusetts
$6.21M -$367K -7,221 -6%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$6.18M +$3.74M +73,540 +151%
1
2
3 4 5

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.