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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

78 hedge funds and large institutions have $1.79B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
24
Increased
30
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$81.6M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$81.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$69.9M
4
RA
4
Riversedge Advisors
Delaware
$22.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$21.7M

Top Sellers

1
AF
1
Allworth Financial
California
$17.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$915M
3
Charles Schwab
3
Charles Schwab
California
$265M
4
FHC
4
First Heartland Consultants
Missouri
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.58M
Name Market Value Shares Shares
Change 		Shares
Change %
LS
26
Leelyn Smith
Illinois
$3M 63,878 -8,621 -12%
TFA
27
Toth Financial Advisory
Virginia
$2.93M 62,375 +22,980 +58%
GIA
28
Gladstone Institutional Advisory
Florida
$2.73M 58,125 +13,776 +31%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.37M 50,522 +24,286 +93%
FFG
30
Fortem Financial Group
California
$2.35M 50,074 +50,074 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.46M 31,210 +13,165 +73%
ASN
32
Advisory Services Network
Georgia
$1.45M 30,893 -9,000 -23%
Wells Fargo
33
Wells Fargo
California
$1.38M 29,438 +29,437 +2,943,700%
PAG
34
Private Advisor Group
New Jersey
$1.38M 29,350 +29,350 New
AWM
35
AE Wealth Management
Kansas
$1.34M 28,824 +28,824 New
UBS Group
36
UBS Group
Switzerland
$1.33M 28,353 +3,344 +13%
RWA
37
Redhawk Wealth Advisors
Minnesota
$1.27M 27,040 +27,040 New
SPG
38
Strategic Planning Group
Utah
$1.25M 26,610 +26,610 New
AWM
39
Aspire Wealth Management
Massachusetts
$1.19M 25,325 +2,839 +13%
CFGS
40
Concourse Financial Group Securities
Alabama
$1.16M 24,720 +23,453 +1,851%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.13M 23,974 -136 -0.6%
BCM
42
Brookstone Capital Management
Illinois
$983K 20,964 +20,964 New
DWP
43
Daymark Wealth Partners
Ohio
$975K 20,785 +13,985 +206%
Stifel Financial
44
Stifel Financial
Missouri
$968K 20,637 -1,782 -8%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$913K 19,447 +7,825 +67%
SIMG
46
Sonora Investment Management Group
Arizona
$768K 16,365 +16,365 New
FFN
47
Focus Financial Network
Minnesota
$695K 14,806 +1,433 +11%
FTUS
48
Flow Traders U.S.
New York
$643K 13,714 +13,714 New
SFG
49
Sovereign Financial Group
Connecticut
$567K 12,081 -755 -6%
TFS
50
Thoroughbred Financial Services
Tennessee
$558K 11,906 +2,924 +33%
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