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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

145 hedge funds and large institutions have $2.51B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 24

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

11% more funds holding

Funds holding: 131145 (+14)

8% more capital invested

Capital invested by funds: $2.32B → $2.51B (+$190M)

0.17% less ownership

Funds ownership: 93.01%92.84% (-0.17%)

Holders
145
Holders Change
+14
Holders Change %
+10.69%
% of All Funds
1.76%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
23
Increased
86
Reduced
24
Closed
9
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
SouthState Corp
Florida
$17.9M +$836K +17,576 +5%
CFD
27
Creative Financial Designs
Indiana
$16.8M +$941K +19,784 +6%
CWA
28
Crusonia Wealth Advisors
Colorado
$16.4M +$16.4M +345,380 New
SA
29
Sanctuary Advisors
Indiana
$14.4M +$13.7M +287,090 +1,663%
PD
30
Planning Directions
Pennsylvania
$13.3M +$1.88M +39,451 +16%
KFC
31
Klingenstein Fields & Co
New York
$13.1M -$110K -2,311 -0.8%
AEPWM
32
Atlantic Edge Private Wealth Management
Florida
$12.8M +$313K +6,581 +2%
CF
33
Cyr Financial
Illinois
$12.2M +$2.31M +48,502 +23%
EF
34
Envision Financial
Wisconsin
$10.9M +$1.62M +34,087 +17%
Truist Financial
35
Truist Financial
North Carolina
$10.5M +$1.84M +38,736 +21%
OP
36
Oath Planning
Oklahoma
$10.5M +$10.5M +221,758 New
Osaic Holdings
37
Osaic Holdings
Arizona
$10.2M +$819K +17,220 +9%
BCI
38
Brinker Capital Investments
Pennsylvania
$9.67M +$754K +15,847 +8%
IAS
39
IMA Advisory Services
Colorado
$9.56M +$343K +7,204 +4%
PWMG
40
Pinnacle Wealth Management Group
Michigan
$9.06M +$423K +8,886 +5%
TFA
41
Toth Financial Advisory
Virginia
$8.58M +$958K +20,127 +12%
SFA
42
Souders Financial Advisors
Ohio
$8.04M +$8.08M +169,882 New
JP Morgan Chase
43
JP Morgan Chase
New York
$7.88M +$692K +14,552 +10%
FC
44
Fjell Capital
North Dakota
$7.57M +$751K +15,788 +11%
UBS Group
45
UBS Group
Switzerland
$7.53M +$1.3M +27,356 +21%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$7.28M +$1.86M +39,200 +34%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.1M -$678K -14,243 -9%
STA
48
Smith Thornton Advisors
Alabama
$6.48M +$352K +7,391 +6%
IWP
49
Insight Wealth Partners
Texas
$6.43M +$429K +9,027 +7%
GCA
50
Greenwood Capital Associates
South Carolina
$6.39M +$1.88M +39,615 +42%