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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

120 hedge funds and large institutions have $2.08B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 4 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.61%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.26%
New
16
Increased
60
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAS
1
Meeder Advisory Services
Ohio
$26.5M
2
HW
2
HORAN Wealth
Ohio
$16.4M
3
LPL Financial
3
LPL Financial
California
$89.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$152M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$42.3M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$693M
2
Charles Schwab
2
Charles Schwab
California
$239M
3
AF
3
Advisornet Financial
Minnesota
$1.8M
4
SC
4
SouthState Corp
Florida
$32.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$693M 14,727,145 -3,345,000 -19%
Charles Schwab
2
Charles Schwab
California
$239M 5,075,676 -529,603 -9%
Morgan Stanley
3
Morgan Stanley
New York
$152M 3,237,329 +266,170 +9%
USAA
4
United Services Automobile Association
Texas
$114M 2,421,191 – –
LPL Financial
5
LPL Financial
California
$89.1M 1,893,921 +325,475 +21%
BWL
6
Bogart Wealth LLC
Virginia
$88.2M 1,874,284 +72,651 +4%
Bank of America
7
Bank of America
North Carolina
$52.2M 1,108,736 +230,144 +26%
Raymond James Financial
8
Raymond James Financial
Florida
$46.8M 993,575 +58,257 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$42.3M 898,532 +257,776 +40%
ACG
10
Allen Capital Group
Nebraska
$40.6M 862,897 +86,890 +11%
Wells Fargo
11
Wells Fargo
California
$37.4M 795,501 +196,906 +33%
SC
12
SouthState Corp
Florida
$32.4M 688,649 -83,098 -11%
MW
13
MBL Wealth
North Carolina
$28.1M 596,398 +9,415 +2%
MAS
14
Meeder Advisory Services
Ohio
$26.5M 563,374 +563,374 New
AF
15
Allworth Financial
California
$25.7M 545,834 +5,659 +1%
AWAP
16
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$24M 510,335 +9,190 +2%
NDSI
17
Newman Dignan & Sheerar Inc
Rhode Island
$20.9M 443,544 +40,325 +10%
PFA
18
Pathway Financial Advisors
Vermont
$17M 360,500 +201,996 +127%
HW
19
HORAN Wealth
Ohio
$16.4M 348,017 +348,017 New
NAS
20
Nicolet Advisory Services
Wisconsin
$16.4M 346,573 +1,500 +0.4%
SIG
21
Sargent Investment Group
Maryland
$16.2M 343,153 +6,713 +2%
CFD
22
Creative Financial Designs
Indiana
$14.9M 315,653 +131,612 +72%
AEPWM
23
Atlantic Edge Private Wealth Management
Florida
$12.4M 263,954 +9,392 +4%
PD
24
Planning Directions
Pennsylvania
$10.7M 227,341 -1,482 -0.6%
Truist Financial
25
Truist Financial
North Carolina
$9.7M 206,109 -6,716 -3%
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