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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

118 hedge funds and large institutions have $2.21B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 22

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 115118 (+3)

2% more capital invested

Capital invested by funds: $2.17B → $2.21B (+$34.2M)

0.52% less ownership

Funds ownership: 93.76%93.24% (-0.52%)

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.55%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
21
Increased
66
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PD
26
Planning Directions
Pennsylvania
$9.97M +$2.32M +49,673 +30%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$9.08M +$374K +8,010 +4%
CFD
28
Creative Financial Designs
Indiana
$8.38M +$159K +3,401 +2%
ACA
29
Aptus Capital Advisors
Alabama
$8.37M +$8.51M +182,201 New
FSA
30
Financial Services Advisory
Maryland
$7.98M -$1.8M -38,544 -18%
CF
31
Cyr Financial
Illinois
$7.54M +$852K +18,244 +13%
PWMG
32
Pinnacle Wealth Management Group
Michigan
$7.41M +$603K +12,917 +9%
NPAN
33
Northeast Planning Associates NH
New Hampshire
$7.24M +$7.36M +157,570 New
PAG
34
Private Advisor Group
New Jersey
$7.08M +$624K +13,363 +10%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6.9M +$700K +14,983 +11%
PFA
36
Pathway Financial Advisors
Vermont
$6.45M -$27.3K -585 -0.4%
Osaic Holdings
37
Osaic Holdings
Arizona
$6.32M -$16.8M -360,015 -72%
STA
38
Smith Thornton Advisors
Alabama
$6.24M +$27.9K +598 +0.4%
TFA
39
Toth Financial Advisory
Virginia
$6.15M +$1.25M +26,667 +25%
PCS
40
Personal CFO Solutions
New Jersey
$5.8M -$47.4K -1,014 -0.8%
AF
41
Advisornet Financial
Minnesota
$5.71M +$402K +8,600 +7%
EF
42
Envision Financial
Wisconsin
$5.56M +$5.65M +120,876 New
JP Morgan Chase
43
JP Morgan Chase
New York
$5.24M +$319K +6,829 +6%
Jane Street
44
Jane Street
New York
$5.09M +$3.45M +73,922 +200%
GIA
45
Gladstone Institutional Advisory
Florida
$5.03M +$492K +10,522 +11%
UBS Group
46
UBS Group
Switzerland
$4.95M +$1.57M +33,645 +45%
IWP
47
Insight Wealth Partners
Texas
$4.45M -$1.3M -27,772 -22%
FC
48
Fjell Capital
North Dakota
$4.25M +$4.32M +92,381 New
SDH
49
Sloy Dahl & Holst
Washington
$4.01M +$613K +13,131 +18%
HI
50
Harbour Investments
Wisconsin
$3.55M +$384K +8,227 +12%