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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
KAS
76
Kestra Advisory Services
Texas
$1.49M +$87.2K +1,714 +6%
PWM
77
Perigon Wealth Management
California
$1.47M +$126K +2,469 +9%
Mariner
78
Mariner
Kansas
$1.38M -$249K -4,886 -15%
AI
79
Atria Investments
North Carolina
$1.36M -$232K -4,554 -14%
FHA
80
Flagship Harbor Advisors
Massachusetts
$1.34M +$264K +5,199 +24%
AWP
81
Axis Wealth Partners
Rhode Island
$1.32M +$261K +5,139 +25%
SOS
82
Silver Oak Securities
Tennessee
$1.26M +$34.5K +679 +3%
SIM
83
Stratos Investment Management
Ohio
$1.24M +$113K +2,218 +10%
ASN
84
Advisory Services Network
Georgia
$1.23M +$58.7K +1,154 +5%
SPC
85
Sigma Planning Corp
Michigan
$1.21M +$45.2K +889 +4%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.15M -$479K -9,420 -29%
CWM
87
Comprehensive Wealth Management
Washington
$1.14M +$137K +2,700 +14%
MFS
88
Miller Financial Services
Michigan
$1.12M +$783K +15,385 +227%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$996K +$807K +15,866 +414%
MCM
90
Mainstay Capital Management
Michigan
$935K +$192K +3,781 +26%
KPWS
91
Kestra Private Wealth Services
Texas
$904K +$278K +5,461 +44%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$867K -$193K -3,801 -18%
CA
93
Claro Advisors
Massachusetts
$828K -$162K -3,191 -16%
BCA
94
Bay Colony Advisors
Massachusetts
$752K -$336K -6,599 -31%
SL
95
SWMG LLC
Texas
$688K -$37.5K -738 -5%
Creative Planning
96
Creative Planning
Kansas
$669K -$23.7K -466 -3%
Betterment LLC
97
Betterment LLC
New York
$661K +$236K +4,645 +55%
RAS
98
RPS Advisory Solutions
Kentucky
$588K +$592K +11,629 New
HF
99
HRT Financial
New York
$575K +$579K +11,374 New
IF
100
Intrua Financial
Texas
$570K +$82.3K +1,617 +17%
2 3
4
5 6

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.