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Victory Portfolios II VictoryShares Short-Term Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
76
Perigon Wealth Management
California
$610K +$15.5K +306 +3%
HS
77
Horan Securities
United States
$590K -$87.3K -1,723 -13%
WI
78
Westbourne Investments
Virginia
$558K
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$548K +$252K +4,979 +85%
CWM
80
Congress Wealth Management
Massachusetts
$541K +$541K +10,682 New
IWM
81
IHT Wealth Management
Illinois
$496K -$142K -2,800 -22%
MCM
82
Mainstay Capital Management
Michigan
$469K +$52.5K +1,037 +13%
RW
83
REDW Wealth
New Mexico
$410K +$117K +2,305 +40%
EW
84
Elyxium Wealth
California
$387K +$387K +7,644 New
BWA
85
Burt Wealth Advisors
Maryland
$376K +$10.6K +210 +3%
CCWM
86
Cassaday & Co Wealth Management
Virginia
$361K
SIM
87
Stratos Investment Management
Ohio
$358K +$358K +7,068 New
Betterment LLC
88
Betterment LLC
New York
$324K -$34.6K -683 -10%
PWP
89
PrairieView Wealth Partners
Illinois
$319K -$79.5K -1,569 -20%
SG
90
StoneX Group
New York
$292K +$292K +5,762 New
GSWM
91
Greenup Street Wealth Management
Michigan
$286K -$20.8K -411 -7%
CGH
92
Crossmark Global Holdings
Texas
$286K +$286K +5,664 New
OWA
93
Octavia Wealth Advisors
Ohio
$283K -$19.7K -389 -6%
AWP
94
Axis Wealth Partners
Rhode Island
$248K +$41K +810 +20%
QFW
95
QTR Family Wealth
Florida
$227K +$227K +4,473 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$216K -$3.95K -78 -2%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$156K
PS
98
Principal Securities
Iowa
$76.3K
NA
99
NewEdge Advisors
Louisiana
$67.7K
PTC
100
Private Trust Company
Ohio
$58.7K