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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

92 hedge funds and large institutions have $1.92B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
1.33%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
42
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$309M
2
BWL
2
Bogart Wealth LLC
Virginia
$58M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.7M
5
FHC
5
First Heartland Consultants
Missouri
$12.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
GA
2
Goldstein Advisors
Wisconsin
$1.13M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$79M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$79M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
26
Personal CFO Solutions
New Jersey
$5.64M +$5.64M +121,635 New
Jane Street
27
Jane Street
New York
$5.38M +$5.14M +110,769 +2,120%
PFA
28
Pathway Financial Advisors
Vermont
$5.35M +$1.11M +23,988 +26%
FSA
29
Financial Services Advisory
Maryland
$5.18M -$259K -5,579 -5%
AF
30
Advisornet Financial
Minnesota
$4.32M +$1.03M +22,194 +31%
TFA
31
Toth Financial Advisory
Virginia
$3.93M +$1.03M +22,303 +36%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.83M +$294K +6,343 +8%
NDSI
33
Newman Dignan & Sheerar Inc
Rhode Island
$3.79M +$3.79M +81,653 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.69M +$2.79M +60,162 +309%
PVI
35
Pine Valley Investments
New Jersey
$3.5M +$3.5M +75,527 New
SDH
36
Sloy Dahl & Holst
Washington
$3.36M +$262K +5,641 +8%
GIA
37
Gladstone Institutional Advisory
Florida
$3.31M +$611K +13,166 +23%
LS
38
Leelyn Smith
Illinois
$2.84M -$123K -2,651 -4%
FFG
39
Fortem Financial Group
California
$2.77M +$451K +9,724 +19%
Wells Fargo
40
Wells Fargo
California
$2.49M +$1.13M +24,284 +82%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.48M +$134K +2,879 +6%
PAG
42
Private Advisor Group
New Jersey
$2.41M +$1.05M +22,625 +77%
UBS Group
43
UBS Group
Switzerland
$2.4M +$1.09M +23,460 +83%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.33M +$1.99M +42,913 +588%
Stifel Financial
45
Stifel Financial
Missouri
$1.83M +$877K +18,903 +92%
CA
46
Cetera Advisors
Colorado
$1.73M +$1.52M +32,878 +754%
ASN
47
Advisory Services Network
Georgia
$1.66M +$232K +4,992 +16%
JJBC
48
James J. Burns & Company
New York
$1.6M +$1.6M +34,653 New
DWP
49
Daymark Wealth Partners
Ohio
$1.58M +$616K +13,283 +64%
AWM
50
Aspire Wealth Management
Massachusetts
$1.31M +$137K +2,947 +12%
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