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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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43 hedge funds and large institutions have $1.4B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more funds holding

Funds holding: 36 → 43 (+7)

1% more capital invested

Capital invested by funds: $1.38B → $1.4B (+$15.4M)

0.61% less ownership

Funds ownership: 96.84% → 96.23% (-0.61%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
20
Reduced
6
Closed
5
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
-$1K

Top Buyers

1
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
+$10.7M
2
ACG
Allen Capital Group
Nebraska
+$8.9M
3
GA
Goldstein Advisors
Wisconsin
+$8.78M
4
Morgan Stanley
Morgan Stanley
New York
+$4.44M
5
FHC
First Heartland Consultants
Missouri
+$3.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.53M
2
Charles Schwab
Charles Schwab
California
-$5.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
5
TFS
Thoroughbred Financial Services
Tennessee
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$525K +$17K +367 +3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$419K +$5.15K +111 +1%
SPC
28
Sigma Planning Corp
Michigan
$369K +$2.83K +61 +0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$356K +$2.32K +50 +0.7%
Mariner
30
Mariner
Kansas
$314K +$52.1K +1,123 +20%
RPG
31
Resource Planning Group
Georgia
$281K +$283K +6,101 New
GIA
32
Gladstone Institutional Advisory
Florida
$239K +$241K +5,185 New
UBS Group
33
UBS Group
Switzerland
$111K +$85.6K +1,843 +330%
IWP
34
IAG Wealth Partners
Wisconsin
$99.2K – – –
EWA
35
EverSource Wealth Advisors
Alabama
$42.8K +$325 +7 +0.8%
GWM
36
Geneos Wealth Management
Colorado
$25.3K – – –
AF
37
Advisornet Financial
Minnesota
$22.5K +$22.7K +488 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$17.9K – – –
WTC
39
WhitTier Trust Company
Nevada
$16.1K – – –
HI
40
Harbour Investments
Wisconsin
$12.7K +$12.8K +276 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$4.65K +$4.69K +101 New
BWL
42
Bogart Wealth LLC
Virginia
$2.61K – – –
Wells Fargo
43
Wells Fargo
California
$774 +$789 +17 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$2.24M -47,917 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$1.49M -31,858 Closed
AAS
46
Ameritas Advisory Services
Nebraska
– -$45.9K -985 Closed
SPIA
47
Steward Partners Investment Advisory
New York
– -$7.47K -160 Closed
BAM
48
Belpointe Asset Management
Nevada
– -$3.83K -82 Closed
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