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Victory Portfolios II VictoryShares Short-Term Bond ETF

121 hedge funds and large institutions have $951M 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, 61 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 29

10% more capital invested

Capital invested by funds: $865M → $951M (+$86M)

8% more funds holding

Funds holding: 112121 (+9)

2.64% less ownership

Funds ownership: 76.77%74.12% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.59%
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
61
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$270M
Bank of America
2
Bank of America
North Carolina
$66.2M +$15.8M +312,543 +32%
LPL Financial
3
LPL Financial
California
$53.8M +$5.11M +101,049 +11%
Morgan Stanley
4
Morgan Stanley
New York
$47.8M +$15.9M +315,551 +50%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$34.2M +$2.48M +49,026 +8%
SFGP
6
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$28M +$15.2M +301,786 +121%
RWA
7
Redhawk Wealth Advisors
Minnesota
$26.7M -$10.3M -204,103 -28%
MAM
8
Marquette Asset Management
Minnesota
$26.1M -$2.34M -46,338 -8%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$25.6M +$10.9M +216,521 +75%
BWS
10
Broadway Wealth Solutions
Texas
$22.6M +$1.25M +24,749 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$19.9M +$1.62M +32,129 +9%
WA
12
Waverly Advisors
Alabama
$18.1M +$114K +2,264 +0.6%
M
13
MOTCO
Texas
$17.2M -$39.5K -782 -0.2%
EFL
14
ERn Financial LLC
Wisconsin
$14.3M -$1.31M -25,994 -8%
PAG
15
Private Advisor Group
New Jersey
$13.4M +$1.58M +31,302 +13%
CPG
16
Cornerstone Planning Group
New Jersey
$12.5M +$500K +9,897 +4%
NPAN
17
Northeast Planning Associates NH
New Hampshire
$12.4M -$336K -6,644 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$12.3M +$5.9M +116,852 +94%
HW
19
HORAN Wealth
Ohio
$10.2M +$10.2M +201,265 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.1M +$1.17M +23,101 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.69M +$529K +10,470 +6%
CAC
22
Certified Advisory Corp
Florida
$9.47M +$459K +9,075 +5%
PVI
23
Pine Valley Investments
New Jersey
$9.09M +$88.8K +1,758 +1%
UBS Group
24
UBS Group
Switzerland
$8.95M +$2.92M +57,773 +49%
B
25
Bensler
Washington
$8.7M -$1.26M -25,016 -13%

USTB Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q2 2025, worth a combined $951M — up 9.9% from $865M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new USTB positions and 5 closed out — a net gain of 11 holders — while 61 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $10.3M.

  • 121 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q2 2025, up from 112 in Q1 2025.
  • Funds reported $951M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
  • 16 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q2 2025 and 5 closed out, a net change of +11 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $15.9M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q2 2025 was Redhawk Wealth Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2025.