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Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF

23 hedge funds and large institutions have $997M invested in Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$366M 16,731,387 +12,859,443 +332%
Victory Capital Management
2
Victory Capital Management
Texas
$332M 15,196,523 +4,680,000 +45%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$115M 5,283,185 +322,534 +7%
1WM
4
1900 Wealth Management
Texas
$89.1M 4,078,975 +5,130 +0.1%
GA
5
Goldstein Advisors
Wisconsin
$31.4M 1,435,916 -16,830 -1%
Corient Private Wealth
6
Corient Private Wealth
Florida
$18.3M 836,066 +524,257 +168%
CCWM
7
Correct Capital Wealth Management
Missouri
$17M 779,672 +7,261 +0.9%
ERWM
8
Elk River Wealth Management
Colorado
$7.11M 325,319 -6,160 -2%
HA
9
Huntleigh Advisors
Missouri
$5.84M 267,431 +490 +0.2%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.54M 259,431 -26,666 -9%
MWP
11
Madison Wealth Partners
Wisconsin
$3.5M 160,206 -4,753 -3%
OIA
12
OneDigital Investment Advisors
Kansas
$2.59M 118,385 +8,446 +8%
IIC
13
Integrated Investment Consultants
Michigan
$799K 36,565 +963 +3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$723K 33,102 -9,513 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$631K 28,898 -4,263 -13%
CWM
16
Cahaba Wealth Management
Georgia
$521K 23,835 +23,835 New
LA
17
LexAurum Advisors
Kansas
$449K 20,531 +732 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$247K 11,301
SPIA
19
Steward Partners Investment Advisory
New York
$219K 10,038 -1,183 -11%
KAS
20
Kestra Advisory Services
Texas
$208K 9,500 +9,500 New
Comerica Bank
21
Comerica Bank
Texas
$56.7K 2,597
Jones Financial Companies
22
Jones Financial Companies
Missouri
$10.3K 473 +473 New
AF
23
Allworth Financial
California
$2.82K 129
Goldman Sachs
24
Goldman Sachs
New York
-222,097 Closed
Jane Street
25
Jane Street
New York
-35,739 Closed