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Victory Portfolios II VictoryShares Short-Term Bond ETF

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: 1012 (+2)

19% more capital invested

Capital invested by funds: $1.3B → $1.55B (+$244M)

6% more funds holding

Funds holding: 133141 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
101
M.E. Allison & Co
Texas
$570K +$86.8K +1,706 +18%
CF
102
Centaurus Financial
California
$506K +$509K +9,999 New
DWP
103
Daymark Wealth Partners
Ohio
$486K -$5.44K -107 -1%
ACA
104
Aptus Capital Advisors
Alabama
$431K +$58.4K +1,149 +16%
OWA
105
Octavia Wealth Advisors
Ohio
$395K +$16.7K +328 +4%
FGG
106
Financial Guidance Group
Florida
$393K +$58.1K +1,143 +17%
IWM
107
IHT Wealth Management
Illinois
$391K -$107K -2,107 -21%
CCWM
108
Cassaday & Co Wealth Management
Virginia
$360K
PA
109
Parallel Advisors
California
$357K +$1.68K +33 +0.5%
PD
110
Planning Directions
Pennsylvania
$339K -$12.4K -243 -4%
SA
111
Sanctuary Advisors
Indiana
$338K -$24.7K -485 -7%
HighTower Advisors
112
HighTower Advisors
Illinois
$318K +$2.54K +50 +0.8%
MCC
113
Money Concepts Capital
Florida
$318K +$356 +7 +0.1%
OFO
114
OneAscent Family Office
Alabama
$302K +$68.8K +1,353 +29%
MCM
115
MAI Capital Management
Ohio
$301K +$110K +2,168 +57%
SA
116
Sonoma Allocations
California
$288K -$147K -2,899 -34%
BlackRock
117
BlackRock
New York
$277K +$279K +5,477 New
MWM
118
Maridea Wealth Management
New York
$267K -$2.2M -43,343 -89%
PWP
119
PrairieView Wealth Partners
Illinois
$254K -$64.4K -1,266 -20%
PCS
120
Private Client Services
Kentucky
$253K +$9.16K +180 +4%
JP Morgan Chase
121
JP Morgan Chase
New York
$248K +$250K +4,916 New
MA
122
MONECO Advisors
Connecticut
$238K +$239K +4,699 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$222K -$1.1M -21,619 -83%
RA
124
RFG Advisory
Alabama
$218K +$220K +4,318 New
SI
125
Stirlingshire Investments
New York
$217K

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.