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Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF
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23 hedge funds and large institutions have $600M invested in Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 20 → 23 (+3)

0.53% less ownership

Funds ownership: 96.13% → 95.6% (-0.53%)

Holders
23
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$27.1M
2
+$20.5M
3
+$13.7M
4
Goldman Sachs
Goldman Sachs
New York
+$4.84M
5
CCWM
Correct Capital Wealth Management
Missouri
+$4.8M

Top Sellers

1
-$547K
2
-$95.1K
3
-$22.2K
4
LA
LexAurum Advisors
Kansas
-$1.09K
5
TRCT
Tower Research Capital (TRC)
New York
-$406
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$229M
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$108M
1WM
3
1900 Wealth Management
Texas
$88.8M
AAS
4
Annex Advisory Services
Wisconsin
$84.4M
GA
5
Goldstein Advisors
Wisconsin
$31.7M
CCWM
6
Correct Capital Wealth Management
Missouri
$16.8M
ERWM
7
Elk River Wealth Management
Colorado
$7.23M
Corient Private Wealth
8
Corient Private Wealth
Florida
$6.8M
Osaic Holdings
9
Osaic Holdings
Arizona
$6.24M
HA
10
Huntleigh Advisors
Missouri
$5.82M
Goldman Sachs
11
Goldman Sachs
New York
$4.84M
MWP
12
Madison Wealth Partners
Wisconsin
$3.6M
OIA
13
OneDigital Investment Advisors
Kansas
$2.4M
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$929K
Jane Street
15
Jane Street
New York
$779K
IIC
16
Integrated Investment Consultants
Michigan
$776K
Citadel Advisors
17
Citadel Advisors
Florida
$723K
LA
18
LexAurum Advisors
Kansas
$432K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$246K
SPIA
20
Steward Partners Investment Advisory
New York
$245K
Comerica Bank
21
Comerica Bank
Texas
$56.6K
AF
22
Allworth Financial
California
$2.78K
IA
23
IFP Advisors
Florida
$1.85K
FTUS
24
Flow Traders U.S.
New York
–
TRCT
25
Tower Research Capital (TRC)
New York
–