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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

33% more funds holding

Funds holding: 4357 (+14)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more capital invested

Capital invested by funds: $1.4B → $1.43B (+$35.4M)

2.03% less ownership

Funds ownership: 96.23%94.2% (-2%)

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
0.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.17M +$1.19M +26,236 New
UBS Group
27
UBS Group
Switzerland
$1.11M +$1.03M +22,607 +941%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.08M +$277K +6,101 +34%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.07M +$85.8K +1,889 +9%
AWM
30
Aspire Wealth Management
Massachusetts
$1M +$189K +4,154 +23%
Stifel Financial
31
Stifel Financial
Missouri
$999K +$1.02M +22,419 New
AF
32
Advisornet Financial
Minnesota
$977K +$974K +21,450 +4,395%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$804K +$407K +8,952 +98%
FFN
34
Focus Financial Network
Minnesota
$596K +$607K +13,373 New
Mariner
35
Mariner
Kansas
$590K +$292K +6,424 +94%
SFG
36
Sovereign Financial Group
Connecticut
$572K -$34.7K -764 -6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$518K +$9.99K +220 +2%
TFS
38
Thoroughbred Financial Services
Tennessee
$400K -$269K -5,925 -40%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$362K +$369K +8,117 New
SPC
40
Sigma Planning Corp
Michigan
$359K +$2.82K +62 +0.8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$339K -$5.45K -120 -2%
OMC
42
Old Mission Capital
Illinois
$330K +$336K +7,400 New
Creative Planning
43
Creative Planning
Kansas
$305K -$323K -7,112 -51%
DWP
44
Daymark Wealth Partners
Ohio
$303K +$309K +6,800 New
RPG
45
Resource Planning Group
Georgia
$272K
HighTower Advisors
46
HighTower Advisors
Illinois
$238K -$282K -6,217 -54%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$223K +$227K +4,999 New
IWP
48
IAG Wealth Partners
Wisconsin
$81.2K -$15K -330 -15%
CFGS
49
Concourse Financial Group Securities
Alabama
$56.4K +$57.6K +1,267 New
EWA
50
EverSource Wealth Advisors
Alabama
$41.8K +$363 +8 +0.9%