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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

108 hedge funds and large institutions have $1.97B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
22
Increased
54
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.8M
2
Jane Street
2
Jane Street
New York
$31.6M
3
MW
3
MBL Wealth
North Carolina
$20.6M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$15M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$11.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$843M
2
FSA
2
Financial Services Advisory
Maryland
$968K
3
RA
3
Riversedge Advisors
Delaware
$25M
4
Charles Schwab
4
Charles Schwab
California
$303M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$8.08M 175,620 -1,463 -0.8%
SIG
27
Sargent Investment Group
Maryland
$7.51M 163,257 +5,951 +4%
PFA
28
Pathway Financial Advisors
Vermont
$6.5M 141,293 +25,969 +23%
Wells Fargo
29
Wells Fargo
California
$6.41M 139,391 +85,669 +159%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$6.33M 137,488 -7,801 -5%
STA
31
Smith Thornton Advisors
Alabama
$6.04M 131,352 +131,352 New
PCS
32
Personal CFO Solutions
New Jersey
$5.78M 125,717 +4,082 +3%
AF
33
Advisornet Financial
Minnesota
$5.11M 111,011 +17,888 +19%
PVI
34
Pine Valley Investments
New Jersey
$5.01M 108,815 +33,288 +44%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.44M 96,579 +16,970 +21%
TFA
36
Toth Financial Advisory
Virginia
$4.3M 93,472 +8,794 +10%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$4.18M 90,758 +8,099 +10%
GIA
38
Gladstone Institutional Advisory
Florida
$3.42M 74,322 +3,031 +4%
SDH
39
Sloy Dahl & Holst
Washington
$3.32M 72,126 -311 -0.4%
JJBC
40
James J. Burns & Company
New York
$3.2M 69,514 +34,861 +101%
UBS Group
41
UBS Group
Switzerland
$3.02M 65,611 +13,798 +27%
FFG
42
Fortem Financial Group
California
$2.73M 59,422 -376 -0.6%
LS
43
Leelyn Smith
Illinois
$2.6M 56,499 -4,728 -8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.58M 56,130 +2,729 +5%
Stifel Financial
45
Stifel Financial
Missouri
$2.49M 54,047 +14,507 +37%
PAG
46
Private Advisor Group
New Jersey
$2.44M 52,967 +992 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.39M 51,907 +1,691 +3%
VA
48
Valmark Advisers
Ohio
$2.04M 44,277 +44,277 New
ASN
49
Advisory Services Network
Georgia
$1.83M 39,801 +3,916 +11%
PCMC
50
Private Capital Management (Colorado)
Colorado
$1.8M 39,102 +39,102 New
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