USTB icon

Victory Portfolios II VictoryShares Short-Term Bond ETF

120 hedge funds and large institutions have $935M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
16
Increased
59
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$270M
Bank of America
2
Bank of America
North Carolina
$66.2M +$15.9M +312,543 +32%
LPL Financial
3
LPL Financial
California
$53.8M +$5.14M +101,049 +11%
Morgan Stanley
4
Morgan Stanley
New York
$47.8M +$16M +315,551 +50%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$34.2M +$2.49M +49,026 +8%
SFG
6
Stonebridge Financial Group
Pennsylvania
$28M +$15.3M +301,786 +121%
RWA
7
Redhawk Wealth Advisors
Minnesota
$26.7M -$10.4M -204,103 -28%
MAM
8
Marquette Asset Management
Minnesota
$26.1M -$2.35M -46,338 -8%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$25.6M +$11M +216,521 +75%
BWS
10
Broadway Wealth Solutions
Texas
$22.6M +$1.26M +24,749 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$19.9M +$1.63M +32,129 +9%
WA
12
Waverly Advisors
Alabama
$18.1M +$115K +2,264 +0.6%
M
13
MOTCO
Texas
$17.2M -$39.6K -782 -0.2%
EFL
14
ERn Financial LLC
Wisconsin
$14.3M -$1.32M -25,994 -8%
PAG
15
Private Advisor Group
New Jersey
$13.4M +$1.59M +31,302 +13%
CPG
16
Cornerstone Planning Group
New Jersey
$12.5M +$504K +9,897 +4%
NPAN
17
Northeast Planning Associates NH
New Hampshire
$12.4M -$338K -6,644 -3%
HW
18
HORAN Wealth
Ohio
$10.2M +$10.2M +201,265 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.1M +$1.17M +23,101 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.69M +$532K +10,470 +6%
CAC
21
Certified Advisory Corp
Florida
$9.47M +$461K +9,075 +5%
UBS Group
22
UBS Group
Switzerland
$8.95M +$2.94M +57,773 +49%
B
23
Bensler
Washington
$8.7M -$1.27M -25,016 -13%
Stifel Financial
24
Stifel Financial
Missouri
$8.67M +$963K +18,944 +12%
TFA
25
Toth Financial Advisory
Virginia
$8.63M -$268K -5,279 -3%