We are live on ! Find out more
USTB icon

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
RW
51
REDW Wealth
New Mexico
$6.1M +$2.92M +57,389 +91%
FFA
52
Farther Finance Advisors
California
$5.91M -$1.64M -32,245 -22%
PVI
53
Pine Valley Investments
New Jersey
$5.9M -$4.39M -86,267 -43%
DC
54
Darrow Company
Massachusetts
$5.76M +$684K +13,441 +13%
B
55
Bensler
Washington
$5.76M -$2.07M -40,677 -26%
CAM
56
Clarity Asset Management
Iowa
$5.66M +$5.69M +111,951 New
MCA
57
Midwest Capital Advisors
Michigan
$5.64M +$378K +7,427 +7%
Citadel Advisors
58
Citadel Advisors
Florida
$5.53M +$5.56M +109,303 New
FTUS
59
Flow Traders U.S.
New York
$4.82M +$4.4M +86,565 +1,002%
KWM
60
Kingsview Wealth Management
Oregon
$4.39M +$4.22K +83 +0.1%
NFG
61
Nations Financial Group
Iowa
$4.29M +$282K +5,547 +7%
ACG
62
Allen Capital Group
Nebraska
$4.08M +$4.1M +80,692 New
EH
63
Equitable Holdings
New York
$3.88M +$1.47M +28,990 +61%
TWA
64
Tulsa Wealth Advisors
Oklahoma
$3.78M +$3.8M +74,639 New
RWA
65
Rooted Wealth Advisors
Illinois
$3.6M +$1.22M +23,966 +51%
VA
66
Valmark Advisers
Ohio
$3.23M +$337K +6,616 +12%
LWM
67
Lakeridge Wealth Management
Ohio
$3.12M -$33.6K -661 -1%
MWP
68
Madison Wealth Partners
Wisconsin
$2.99M +$1.19M +23,446 +66%
SIC
69
Samalin Investment Counsel
New York
$2.91M -$207K -4,066 -7%
Goldman Sachs
70
Goldman Sachs
New York
$2.89M +$1.8M +35,427 +162%
TFM
71
Trademark Financial Management
Minnesota
$2.76M +$687K +13,513 +33%
OWM
72
OneAscent Wealth Management
Alabama
$2.63M +$727K +14,294 +38%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$2.31M +$437K +8,592 +23%
OC
74
Oppenheimer & Co
New York
$2.23M -$21K -412 -0.9%
ERWM
75
Elk River Wealth Management
Colorado
$1.96M -$110K -2,154 -5%
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.