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Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF

20 hedge funds and large institutions have $512M invested in Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$225M 10,516,523 +528,522 +5%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$79.4M 3,717,144 +1,952,627 +111%
1WM
3
1900 Wealth Management
Texas
$73.6M 3,445,251 +526,628 +18%
AAS
4
Annex Advisory Services
Wisconsin
$62.6M 2,930,146 +1,663,602 +131%
GA
5
Goldstein Advisors
Wisconsin
$28.4M 1,328,281 -440,212 -25%
CCWM
6
Correct Capital Wealth Management
Missouri
$11.8M 552,416 +89,561 +19%
ERWM
7
Elk River Wealth Management
Colorado
$6.9M 322,802 +19,533 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.54M 259,431 +259,431 New
HA
9
Huntleigh Advisors
Missouri
$5.48M 256,627 +256,627 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$4.68M 218,800 +133,624 +157%
MWP
11
Madison Wealth Partners
Wisconsin
$3.16M 147,776 +26,020 +21%
OIA
12
OneDigital Investment Advisors
Kansas
$2.35M 109,870 +23,010 +26%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$932K 43,634 -692 -2%
FTUS
14
Flow Traders U.S.
New York
$547K 25,620 +25,620 New
LA
15
LexAurum Advisors
Kansas
$424K 19,849 +516 +3%
SPIA
16
Steward Partners Investment Advisory
New York
$333K 15,582 -4,247 -21%
Jane Street
17
Jane Street
New York
$279K 13,034 -6,478 -33%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$242K 11,301 +11,301 New
Comerica Bank
19
Comerica Bank
Texas
$38.4K 1,798 +120 +7%
TRCT
20
Tower Research Capital (TRC)
New York
$406 19 +19 New
Citadel Advisors
21
Citadel Advisors
Florida
-54,366 Closed
UBS Group
22
UBS Group
Switzerland
-99 Closed
CFGS
23
Concourse Financial Group Securities
Alabama