Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
112 hedge funds and large institutions have $865M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 10 closing their positions.
128% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 25
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
22% more capital invested
Capital invested by funds: $712M → $865M (+$153M)
6% more funds holding
Funds holding: 106 → 112 (+6)
1.76% less ownership
Funds ownership: 78.53% → 76.77% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$31.5M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$23.1M |
| 3 |
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
+$12.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$12.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$9.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.4M |
| 2 |
B
Bensler
Bellevue,
Washington
|
-$1.03M |
| 3 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$870K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$766K |
| 5 |
SIMC
Squire Investment Management Company
Orem,
Utah
|
-$618K |
USTB Hedge Fund Activity: Q1 2025 in Review
112 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2025, worth a combined $865M — up 22% from $712M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new USTB positions and 10 closed out — a net gain of 8 holders — while 57 added to existing stakes and 25 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $31.5M. The largest seller was Osaic Holdings, cutting an estimated $5.4M.
- 112 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2025, up from 106 in Q4 2024.
- Funds reported $865M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2025, up 22% quarter-over-quarter.
- 18 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2025 and 10 closed out, a net change of +8 holders.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2025 was Amplius Wealth Advisors, an estimated $31.5M added.
- The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2025 was Osaic Holdings, an estimated $5.4M sold.
Based on aggregated 13F filings for Q1 2025.