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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

115 hedge funds and large institutions have $2.17B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 24

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

10% more capital invested

Capital invested by funds: $1.97B → $2.17B (+$202M)

6% more funds holding

Funds holding: 108115 (+7)

2.09% less ownership

Funds ownership: 95.86%93.76% (-2.1%)

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.65%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.24%
New
16
Increased
65
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$3.31M +$3.11M +65,691 +1,953%
Stifel Financial
52
Stifel Financial
Missouri
$3.05M +$458K +9,691 +18%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.65M +$161K +3,407 +7%
LS
54
Leelyn Smith
Illinois
$2.6M -$111K -2,356 -4%
NW
55
NewEdge Wealth
Pennsylvania
$2.05M +$2.02M +42,699 New
DWP
56
Daymark Wealth Partners
Ohio
$1.88M +$148K +3,135 +9%
ASN
57
Advisory Services Network
Georgia
$1.83M
Jane Street
58
Jane Street
New York
$1.77M -$30.7M -649,983 -95%
AWM
59
Aspire Wealth Management
Massachusetts
$1.74M +$95.3K +2,015 +6%
RWA
60
Redhawk Wealth Advisors
Minnesota
$1.59M +$161K +3,398 +11%
CFGS
61
Concourse Financial Group Securities
Alabama
$1.58M +$415K +8,776 +36%
VA
62
Valmark Advisers
Ohio
$1.49M -$626K -13,236 -30%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.39M +$673K +14,216 +96%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$1.31M +$970K +20,498 +300%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.17M +$49.3K +1,042 +4%
FIA
66
Foundations Investment Advisors
Arizona
$1.11M +$452K +9,544 +70%
SPG
67
Strategic Planning Group
Utah
$1.1M +$20.3K +429 +2%
FFN
68
Focus Financial Network
Minnesota
$1.08M +$193K +4,071 +22%
SA
69
SpiderRock Advisors
Delaware
$974K +$149K +3,150 +18%
IWC
70
Integrated Wealth Concepts
Massachusetts
$895K +$125K +2,633 +16%
BCM
71
Brookstone Capital Management
Illinois
$857K +$384K +8,112 +83%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$807K +$124K +2,612 +18%
CWM
73
Cornerstone Wealth Management
Missouri
$729K +$719K +15,201 New
SPC
74
Sigma Planning Corp
Michigan
$707K +$79.7K +1,684 +13%
Betterment LLC
75
Betterment LLC
New York
$680K +$248K +5,243 +59%