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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 %
Victory Capital Management
1
Victory Capital Management
Texas
$269M +$9.58M +189,068 +4%
Bank of America
2
Bank of America
North Carolina
$50.1M +$4.53M +89,483 +10%
LPL Financial
3
LPL Financial
California
$48.5M +$12.2M +241,832 +34%
RWA
4
Redhawk Wealth Advisors
Minnesota
$37M +$23.2M +458,232 +169%
Morgan Stanley
5
Morgan Stanley
New York
$31.7M +$3.73M +73,545 +13%
AWA
6
Amplius Wealth Advisors
Pennsylvania
$31.6M +$31.6M +623,732 New
MAM
7
Marquette Asset Management
Minnesota
$28.3M -$192K -3,784 -0.7%
BWS
8
Broadway Wealth Solutions
Texas
$21.2M +$1.76M +34,741 +9%
Raymond James Financial
9
Raymond James Financial
Florida
$18.2M +$2.09M +41,174 +13%
WA
10
Waverly Advisors
Alabama
$18M +$1.98M +39,054 +12%
M
11
MOTCO
Texas
$17.2M +$2.91M +57,364 +20%
EFL
12
ERn Financial LLC
Wisconsin
$15.6M +$300K +5,917 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$3.13M +61,731 +27%
NPAN
14
Northeast Planning Associates NH
New Hampshire
$12.7M +$423K +8,360 +3%
SFG
15
Stonebridge Financial Group
Pennsylvania
$12.6M +$12.6M +249,209 New
CPG
16
Cornerstone Planning Group
New Jersey
$11.9M -$184K -3,655 -2%
PAG
17
Private Advisor Group
New Jersey
$11.8M +$6.21M +122,539 +111%
B
18
Bensler
Washington
$9.94M -$1.04M -20,467 -9%
HCA
19
Horan Capital Advisors
Ohio
$9.32M +$764K +15,079 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.13M +$1.78M +35,065 +24%
CAC
21
Certified Advisory Corp
Florida
$8.98M +$158K +3,126 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.92M +$1.22M +24,154 +16%
TFA
23
Toth Financial Advisory
Virginia
$8.87M +$526K +10,390 +6%
AWA
24
Adapt Wealth Advisors
Georgia
$8.05M +$691K +13,643 +9%
Stifel Financial
25
Stifel Financial
Missouri
$7.68M +$5.77M +113,928 +302%
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