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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

92 hedge funds and large institutions have $1.92B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

18% more funds holding

Funds holding: 7892 (+14)

8% more capital invested

Capital invested by funds: $1.79B → $1.92B (+$136M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.01% less ownership

Funds ownership: 99.6%96.6% (-3%)

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
1.33%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
42
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bay Colony Advisors
Massachusetts
$1.26M +$839K +18,105 +198%
HIC
52
Hartline Investment Corp
Illinois
$1.26M +$1.26M +27,251 New
RWA
53
Redhawk Wealth Advisors
Minnesota
$1.18M -$78.5K -1,694 -6%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.16M +$45.3K +979 +4%
GA
55
Goldstein Advisors
Wisconsin
$1.13M -$26.1M -563,712 -96%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.12M -$27.6K -595 -2%
SPG
57
Strategic Planning Group
Utah
$996K -$238K -5,130 -19%
BCM
58
Brookstone Capital Management
Illinois
$785K -$187K -4,029 -19%
SA
59
SpiderRock Advisors
Delaware
$783K +$790K +17,055 New
FFN
60
Focus Financial Network
Minnesota
$738K +$71.1K +1,536 +10%
IWC
61
Integrated Wealth Concepts
Massachusetts
$613K +$612K +13,208 New
SFG
62
Sovereign Financial Group
Connecticut
$546K -$14.5K -313 -3%
Corient Private Wealth
63
Corient Private Wealth
Florida
$518K +$15.9K +343 +3%
HS
64
Horan Securities
United States
$506K +$506K +10,915 New
KFC
65
Klingenstein Fields & Co
New York
$501K +$174K +3,752 +53%
SPC
66
Sigma Planning Corp
Michigan
$490K +$489K +10,555 New
MGWM
67
Marks Group Wealth Management
Minnesota
$426K +$425K +9,180 New
GAM
68
Gotham Asset Management
New York
$420K +$420K +9,061 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$416K -$27.1K -584 -6%
FIA
70
Foundations Investment Advisors
Arizona
$405K +$404K +8,723 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$384K
TFS
72
Thoroughbred Financial Services
Tennessee
$362K -$189K -4,091 -34%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$356K +$14.8K +320 +4%
KAS
74
Kestra Advisory Services
Texas
$306K +$306K +6,604 New
FS
75
Ferguson Shapiro
Georgia
$262K -$94K -2,030 -26%