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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

115 hedge funds and large institutions have $2.17B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 24

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

10% more capital invested

Capital invested by funds: $1.97B → $2.17B (+$202M)

6% more funds holding

Funds holding: 108115 (+7)

2.09% less ownership

Funds ownership: 95.86%93.76% (-2.1%)

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.65%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.24%
New
16
Increased
65
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
26
Financial Services Advisory
Maryland
$10.2M +$9.04M +191,182 +909%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$9.09M +$253K +5,355 +3%
CFD
28
Creative Financial Designs
Indiana
$8.58M +$8.47M +178,992 New
Wells Fargo
29
Wells Fargo
California
$8.4M +$1.7M +35,873 +26%
PD
30
Planning Directions
Pennsylvania
$8.02M +$6.38M +134,911 +416%
PVI
31
Pine Valley Investments
New Jersey
$7.15M +$1.91M +40,296 +37%
PWMG
32
Pinnacle Wealth Management Group
Michigan
$7.11M +$7.02M +148,364 New
CF
33
Cyr Financial
Illinois
$6.99M +$6.89M +145,734 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$6.82M +$229K +4,839 +4%
PFA
35
Pathway Financial Advisors
Vermont
$6.76M -$16.8K -355 -0.3%
PAG
36
Private Advisor Group
New Jersey
$6.74M +$4.15M +87,637 +165%
Prudential Financial
37
Prudential Financial
New Jersey
$6.62M +$6.53M +138,072 New
SIG
38
Sargent Investment Group
Maryland
$6.55M -$1.26M -26,536 -16%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$6.48M +$1.83M +38,666 +40%
STA
40
Smith Thornton Advisors
Alabama
$6.47M +$177K +3,739 +3%
PCS
41
Personal CFO Solutions
New Jersey
$6.1M +$69.6K +1,472 +1%
IWP
42
Insight Wealth Partners
Texas
$5.97M +$5.89M +124,491 New
AF
43
Advisornet Financial
Minnesota
$5.54M +$216K +4,571 +4%
TFA
44
Toth Financial Advisory
Virginia
$5.14M +$652K +13,775 +15%
JP Morgan Chase
45
JP Morgan Chase
New York
$5.14M +$779K +16,473 +18%
GIA
46
Gladstone Institutional Advisory
Florida
$4.74M +$1.16M +24,580 +33%
Citadel Advisors
47
Citadel Advisors
Florida
$4.47M +$4.41M +93,185 New
SDH
48
Sloy Dahl & Holst
Washington
$3.55M +$93.4K +1,974 +3%
UBS Group
49
UBS Group
Switzerland
$3.55M +$400K +8,455 +13%
JJBC
50
James J. Burns & Company
New York
$3.36M +$25.8K +546 +0.8%