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

120 hedge funds and large institutions have $935M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
16
Increased
59
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
$26.7M
2
MAM
Marquette Asset Management
Minnesota
$26.1M
3
STA
Smith Thornton Advisors
Alabama
$5.61M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.11M
5
EFL
ERn Financial LLC
Wisconsin
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Adapt Wealth Advisors
Georgia
$8.59M +$507K +9,978 +6%
CFD
27
Creative Financial Designs
Indiana
$8.37M +$3.82M +75,233 +84%
PWMG
28
Pinnacle Wealth Management Group
Michigan
$7.4M +$334K +6,569 +5%
AWM
29
Avaii Wealth Management
Wisconsin
$6.88M +$309K +6,073 +5%
MTWM
30
Masso Torrence Wealth Management
New Jersey
$6.68M +$503K +9,890 +8%
QWM
31
Quadcap Wealth Management
Texas
$5.79M +$302K +5,949 +6%
STA
32
Smith Thornton Advisors
Alabama
$5.61M -$1.53M -30,045 -21%
MCA
33
Midwest Capital Advisors
Michigan
$5.01M +$172K +3,376 +4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.99M +$2.38M +46,826 +91%
Osaic Holdings
35
Osaic Holdings
Arizona
$4.96M -$1.27M -25,347 -20%
DC
36
Darrow Company
Massachusetts
$4.1M +$114K +2,243 +3%
KWM
37
Kingsview Wealth Management
Oregon
$3.87M +$941K +18,507 +32%
NFG
38
Nations Financial Group
Iowa
$3.76M +$259K +5,103 +7%
LWM
39
Lakeridge Wealth Management
Ohio
$3.64M +$483K +9,496 +15%
Jane Street
40
Jane Street
New York
$3.21M -$453K -8,915 -12%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.97M +$177K +3,474 +6%
AWS
42
Atria Wealth Solutions
New York
$2.96M -$109K -2,138 -4%
SIC
43
Samalin Investment Counsel
New York
$2.58M -$70.2K -1,381 -3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.46M +$367K +7,223 +18%
OWM
45
OneAscent Wealth Management
Alabama
$2.34M +$691K +13,603 +42%
Mariner
46
Mariner
Kansas
$2.3M -$639K -12,566 -22%
SPIA
47
Steward Partners Investment Advisory
New York
$2.22M +$2.22M +43,598 New
MFG
48
Merit Financial Group
Georgia
$2.1M -$441K -8,669 -17%
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$2.03M +$1.03M +20,249 +103%
TFM
50
Trademark Financial Management
Minnesota
$1.98M +$276K +5,430 +16%
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