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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

131 hedge funds and large institutions have $2.32B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

184% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $2.1B → $2.32B (+$216M)

7% more funds holding

Funds holding: 122131 (+9)

3.44% more ownership

Funds ownership: 89.57%93.01% (+3.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.72%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
15
Increased
71
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
26
Klingenstein Fields & Co
New York
$13.3M +$11.4M +241,263 +623%
AEPWM
27
Atlantic Edge Private Wealth Management
Florida
$12.5M -$6.55K -139 -0.1%
PD
28
Planning Directions
Pennsylvania
$11.5M +$661K +14,032 +6%
CF
29
Cyr Financial
Illinois
$9.95M +$1.04M +22,000 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$9.42M +$2.61M +55,357 +39%
EF
31
Envision Financial
Wisconsin
$9.32M +$2.2M +46,653 +31%
IAS
32
IMA Advisory Services
Colorado
$9.25M +$122K +2,591 +1%
BCI
33
Brinker Capital Investments
Pennsylvania
$8.95M +$1.64M +34,793 +23%
Truist Financial
34
Truist Financial
North Carolina
$8.7M -$1.08M -22,944 -11%
PWMG
35
Pinnacle Wealth Management Group
Michigan
$8.66M +$300K +6,378 +4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.8M -$364K -7,728 -4%
TFA
37
Toth Financial Advisory
Virginia
$7.65M +$449K +9,544 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$7.22M +$733K +15,556 +11%
FC
39
Fjell Capital
North Dakota
$6.85M +$163K +3,456 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$6.51M +$238K +5,052 +4%
UBS Group
41
UBS Group
Switzerland
$6.25M +$1.09M +23,210 +21%
STA
42
Smith Thornton Advisors
Alabama
$6.15M +$318K +6,746 +5%
ACA
43
Aptus Capital Advisors
Alabama
$6.03M -$79.5K -1,689 -1%
IWP
44
Insight Wealth Partners
Texas
$6.02M +$1.09M +23,117 +22%
FSA
45
Financial Services Advisory
Maryland
$5.93M -$208K -4,423 -3%
GIA
46
Gladstone Institutional Advisory
Florida
$5.5M +$107K +2,267 +2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$5.43M +$4.51M +95,848 +523%
SF
48
Summit Financial
New Jersey
$5.34M +$5.29M +112,288 New
SDH
49
Sloy Dahl & Holst
Washington
$5.12M +$399K +8,463 +9%
GCA
50
Greenwood Capital Associates
South Carolina
$4.53M +$1.81M +38,425 +67%