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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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29 hedge funds and large institutions have $1.29B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more funds holding

Funds holding: 28 → 29 (+1)

5% more capital invested

Capital invested by funds: $1.23B → $1.29B (+$55.6M)

1.05% less ownership

Funds ownership: 98.44% → 97.39% (-1%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
12
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$31.9M
2
AF
Allworth Financial
California
+$2.38M
3
RJA
Raymond James & Associates
Florida
+$2.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.33M
5
Bank of America
Bank of America
North Carolina
+$2.13M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$19.8M
2
Jane Street
Jane Street
New York
-$1.74M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.25M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$556K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EverSource Wealth Advisors
Alabama
$41.8K +$362 +8 +0.9%
WTC
27
WhitTier Trust Company
Nevada
$15.9K +$15.9K +350 New
BAM
28
Belpointe Asset Management
Nevada
$3.73K +$3.71K +82 New
BWL
29
Bogart Wealth LLC
Virginia
$2.58K – – –
Jane Street
30
Jane Street
New York
– -$1.74M -38,794 Closed
Citadel Advisors
31
Citadel Advisors
Florida
– -$1.25M -27,798 Closed
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
– -$18K -17,901 Closed
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
– -$556K -12,380 Closed
M
34
MOTCO
Texas
– -$41K -903 Closed
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
– -$8K -168 Closed
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