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

24 hedge funds and large institutions have $998M invested in Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
10
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
+$281M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$11.5M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$7.05M
5
CWM
Cahaba Wealth Management
Georgia
+$521K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.84M
2
Jane Street
Jane Street
New York
-$779K
3
Osaic Holdings
Osaic Holdings
Arizona
-$570K
4
GA
Goldstein Advisors
Wisconsin
-$368K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$366M +$281M +12,859,443 +332%
Victory Capital Management
2
Victory Capital Management
Texas
$332M +$102M +4,680,000 +45%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$115M +$7.05M +322,534 +7%
1WM
4
1900 Wealth Management
Texas
$89.1M +$112K +5,130 +0.1%
GA
5
Goldstein Advisors
Wisconsin
$31.4M -$368K -16,830 -1%
Corient Private Wealth
6
Corient Private Wealth
Florida
$18.3M +$11.5M +524,257 +168%
CCWM
7
Correct Capital Wealth Management
Missouri
$17M +$159K +7,261 +0.9%
ERWM
8
Elk River Wealth Management
Colorado
$7.11M -$135K -6,160 -2%
HA
9
Huntleigh Advisors
Missouri
$5.84M +$10.7K +490 +0.2%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.54M -$570K -26,666 -9%
MWP
11
Madison Wealth Partners
Wisconsin
$3.5M -$104K -4,753 -3%
OIA
12
OneDigital Investment Advisors
Kansas
$2.59M +$185K +8,446 +8%
IIC
13
Integrated Investment Consultants
Michigan
$799K +$21K +963 +3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$723K -$208K -9,513 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$631K -$93.1K -4,263 -13%
CWM
16
Cahaba Wealth Management
Georgia
$521K +$521K +23,835 New
LA
17
LexAurum Advisors
Kansas
$449K +$16K +732 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$311K +$311K +14,247 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$247K – – –
SPIA
20
Steward Partners Investment Advisory
New York
$219K -$25.8K -1,183 -11%
KAS
21
Kestra Advisory Services
Texas
$208K +$208K +9,500 New
Comerica Bank
22
Comerica Bank
Texas
$56.7K – – –
Jones Financial Companies
23
Jones Financial Companies
Missouri
$10.3K +$10.3K +473 New
AF
24
Allworth Financial
California
$2.82K – – –
Goldman Sachs
25
Goldman Sachs
New York
– -$4.84M -222,097 Closed
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