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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

78 hedge funds and large institutions have $1.79B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
24
Increased
30
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$81.6M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$81.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$69.9M
4
RA
4
Riversedge Advisors
Delaware
$22.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$21.7M

Top Sellers

1
AF
1
Allworth Financial
California
$17.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$915M
3
Charles Schwab
3
Charles Schwab
California
$265M
4
FHC
4
First Heartland Consultants
Missouri
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$508K 10,829 +10,829 New
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$453K 9,650 +4,651 +93%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$448K 9,555 +1,438 +18%
BCA
54
Bay Colony Advisors
Massachusetts
$429K 9,146 +9,146 New
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$388K 8,280 -15,933 -66%
OMC
56
Old Mission Capital
Illinois
$373K 7,955 +555 +8%
FS
57
Ferguson Shapiro
Georgia
$360K 7,681 +7,681 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$345K 7,350 -270 -4%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$343K 7,303 +7,303 New
KFC
60
Klingenstein Fields & Co
New York
$331K 7,050 +7,050 New
Creative Planning
61
Creative Planning
Kansas
$290K 6,181 -666 -10%
RPG
62
Resource Planning Group
Georgia
$286K 6,101 – –
Mariner
63
Mariner
Kansas
$256K 5,447 -7,805 -59%
Jane Street
64
Jane Street
New York
$245K 5,226 -89,964 -95%
HighTower Advisors
65
HighTower Advisors
Illinois
$236K 5,034 -315 -6%
ACA
66
Aspire Capital Advisors
Washington
$227K 4,847 +4,847 New
CA
67
Cetera Advisors
Colorado
$204K 4,358 +4,358 New
IWP
68
IAG Wealth Partners
Wisconsin
$82K 1,747 -77 -4%
EWA
69
EverSource Wealth Advisors
Alabama
$44.5K 949 +11 +1%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$34K 722 +722 New
GWM
71
Geneos Wealth Management
Colorado
$25.8K 550 – –
IPW
72
Impact Partnership Wealth
Georgia
$20K 427 +427 New
WTC
73
WhitTier Trust Company
Nevada
$16.4K 350 – –
Comerica Bank
74
Comerica Bank
Texas
$9.8K 209 +209 New
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$9K 210 – –
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