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Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF
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Overview Fund Activity

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
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
5
Increased
13
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$27.1M
2
AAS
Annex Advisory Services
Wisconsin
+$20.5M
3
1WM
1900 Wealth Management
Texas
+$13.7M
4
Goldman Sachs
Goldman Sachs
New York
+$4.84M
5
CCWM
Correct Capital Wealth Management
Missouri
+$4.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$547K
2
SPIA
Steward Partners Investment Advisory
New York
-$95.1K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$22.2K
4
LA
LexAurum Advisors
Kansas
-$1.09K
5
TRCT
Tower Research Capital (TRC)
New York
-$406
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$229M – – –
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$108M +$27.1M +1,243,507 +33%
1WM
3
1900 Wealth Management
Texas
$88.8M +$13.7M +628,594 +18%
AAS
4
Annex Advisory Services
Wisconsin
$84.4M +$20.5M +941,798 +32%
GA
5
Goldstein Advisors
Wisconsin
$31.7M +$2.71M +124,465 +9%
CCWM
6
Correct Capital Wealth Management
Missouri
$16.8M +$4.8M +219,995 +40%
ERWM
7
Elk River Wealth Management
Colorado
$7.23M +$189K +8,677 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
$6.8M +$2.03M +93,009 +43%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.24M +$581K +26,666 +10%
HA
10
Huntleigh Advisors
Missouri
$5.82M +$225K +10,314 +4%
Goldman Sachs
11
Goldman Sachs
New York
$4.84M +$4.84M +222,097 New
MWP
12
Madison Wealth Partners
Wisconsin
$3.6M +$375K +17,183 +12%
OIA
13
OneDigital Investment Advisors
Kansas
$2.4M +$1.5K +69 +0.1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$929K -$22.2K -1,019 -2%
Jane Street
15
Jane Street
New York
$779K +$495K +22,705 +174%
IIC
16
Integrated Investment Consultants
Michigan
$776K +$776K +35,602 New
Citadel Advisors
17
Citadel Advisors
Florida
$723K +$723K +33,161 New
LA
18
LexAurum Advisors
Kansas
$432K -$1.09K -50 -0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$246K – – –
SPIA
20
Steward Partners Investment Advisory
New York
$245K -$95.1K -4,361 -28%
Comerica Bank
21
Comerica Bank
Texas
$56.6K +$17.4K +799 +44%
AF
22
Allworth Financial
California
$2.78K +$2.78K +129 New
IA
23
IFP Advisors
Florida
$1.85K +$1.85K +85 New
FTUS
24
Flow Traders U.S.
New York
– -$547K -25,620 Closed
TRCT
25
Tower Research Capital (TRC)
New York
– -$406 -19 Closed