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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

57 hedge funds and large institutions have $1.43B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
0.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
28
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
ACG
2
Allen Capital Group
Nebraska
$19M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.55M
4
AWAP
4
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$17.3M
5
BWL
5
Bogart Wealth LLC
Virginia
$4.42M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$258M
2
RJA
2
Raymond James & Associates
Florida
$2.18M
3
Creative Planning
3
Creative Planning
Kansas
$305K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$238K
5
TFS
5
Thoroughbred Financial Services
Tennessee
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.17M 26,236 +26,236 New
UBS Group
27
UBS Group
Switzerland
$1.11M 25,009 +22,607 +941%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.08M 24,213 +6,101 +34%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.07M 24,110 +1,889 +9%
AWM
30
Aspire Wealth Management
Massachusetts
$1M 22,486 +4,154 +23%
Stifel Financial
31
Stifel Financial
Missouri
$999K 22,419 +22,419 New
AF
32
Advisornet Financial
Minnesota
$977K 21,938 +21,450 +4,395%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$804K 18,045 +8,952 +98%
FFN
34
Focus Financial Network
Minnesota
$596K 13,373 +13,373 New
Mariner
35
Mariner
Kansas
$590K 13,252 +6,424 +94%
SFG
36
Sovereign Financial Group
Connecticut
$572K 12,836 -764 -6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$518K 11,622 +220 +2%
TFS
38
Thoroughbred Financial Services
Tennessee
$400K 8,982 -5,925 -40%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$362K 8,117 +8,117 New
SPC
40
Sigma Planning Corp
Michigan
$359K 8,067 +62 +0.8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$339K 7,620 -120 -2%
OMC
42
Old Mission Capital
Illinois
$330K 7,400 +7,400 New
Creative Planning
43
Creative Planning
Kansas
$305K 6,847 -7,112 -51%
DWP
44
Daymark Wealth Partners
Ohio
$303K 6,800 +6,800 New
RPG
45
Resource Planning Group
Georgia
$272K 6,101 – –
HighTower Advisors
46
HighTower Advisors
Illinois
$238K 5,349 -6,217 -54%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$223K 4,999 +4,999 New
IWP
48
IAG Wealth Partners
Wisconsin
$81.2K 1,824 -330 -15%
CFGS
49
Concourse Financial Group Securities
Alabama
$56.4K 1,267 +1,267 New
EWA
50
EverSource Wealth Advisors
Alabama
$41.8K 938 +8 +0.9%
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