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

111 hedge funds and large institutions have $856M 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, 56 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.18%
New
18
Increased
56
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
+$31.6M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$23.2M
3
SFG
Stonebridge Financial Group
Pennsylvania
+$12.6M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$9.58M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$5.42M
2
B
Bensler
Washington
-$1.04M
3
MA
MONECO Advisors
Connecticut
-$870K
4
MCC
Money Concepts Capital
Florida
-$766K
5
SIMC
Squire Investment Management Company
Utah
-$618K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$1.74M -$374K -7,386 -18%
OPS
52
Orion Portfolio Solutions
Nebraska
$1.74M -$374K -7,386 -18%
TFM
53
Trademark Financial Management
Minnesota
$1.7M +$1.01M +20,008 +148%
OWM
54
OneAscent Wealth Management
Alabama
$1.65M +$679K +13,408 +70%
VA
55
Valmark Advisers
Ohio
$1.64M +$161K +3,188 +11%
SOS
56
Silver Oak Securities
Tennessee
$1.45M -$5.32K -105 -0.4%
BCA
57
Bay Colony Advisors
Massachusetts
$1.33M -$43.1K -851 -3%
FTUS
58
Flow Traders U.S.
New York
$1.29M +$1.29M +25,377 New
MML Investors Services
59
MML Investors Services
Massachusetts
$1.25M +$1.25M +24,593 New
MWP
60
Madison Wealth Partners
Wisconsin
$1.23M +$457K +9,018 +59%
OC
61
Oppenheimer & Co
New York
$1.23M +$21.4K +422 +2%
Citadel Advisors
62
Citadel Advisors
Florida
$1.19M -$154K -3,037 -11%
SPC
63
Sigma Planning Corp
Michigan
$1.04M +$21.8K +430 +2%
EH
64
Equitable Holdings
New York
$1.02M +$494K +9,757 +94%
ASN
65
Advisory Services Network
Georgia
$1.01M -$192K -3,784 -16%
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$998K +$998K +19,697 New
FHA
67
Flagship Harbor Advisors
Massachusetts
$960K +$140K +2,762 +17%
CWM
68
Comprehensive Wealth Management
Washington
$952K +$270K +5,334 +40%
SAM
69
Synergy Asset Management
Washington
$792K +$792K +15,641 New
SL
70
SWMG LLC
Texas
$773K -$49.2K -974 -6%
DWP
71
Daymark Wealth Partners
Ohio
$749K +$71.1K +1,403 +10%
KAS
72
Kestra Advisory Services
Texas
$730K -$31.1K -614 -4%
CA
73
Claro Advisors
Massachusetts
$699K +$699K +13,808 New
FPAS
74
Focus Partners Advisor Solutions
Missouri
$687K +$64K +1,263 +10%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$643K +$643K +12,696 New
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