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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

118 hedge funds and large institutions have $2.21B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 22

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 115118 (+3)

2% more capital invested

Capital invested by funds: $2.17B → $2.21B (+$34.2M)

0.52% less ownership

Funds ownership: 93.76%93.24% (-0.52%)

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.55%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
21
Increased
66
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
51
James J. Burns & Company
New York
$3.32M +$106K +2,270 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.52M -$22.2K -476 -0.9%
AWP
53
Axis Wealth Partners
Rhode Island
$2.07M +$2.1M +44,968 New
NW
54
NewEdge Wealth
Pennsylvania
$1.98M +$22K +470 +1%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.91M -$13.2M -281,580 -87%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.89M +$1.92M +41,159 New
DWP
57
Daymark Wealth Partners
Ohio
$1.84M +$39.3K +842 +2%
Stifel Financial
58
Stifel Financial
Missouri
$1.79M -$1.16M -24,759 -39%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.73M +$378K +8,091 +28%
VA
60
Valmark Advisers
Ohio
$1.48M +$59K +1,263 +4%
CFGS
61
Concourse Financial Group Securities
Alabama
$1.48M -$40.5K -867 -3%
KPWS
62
Kestra Private Wealth Services
Texas
$1.46M +$1.49M +31,868 New
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M -$5.2M -111,209 -78%
SPG
64
Strategic Planning Group
Utah
$1.36M +$311K +6,653 +29%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.36M +$507K +10,853 +58%
ASN
66
Advisory Services Network
Georgia
$1.31M -$523K -11,202 -28%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.3M +$41.4K +886 +3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$636K +13,611 +99%
FIA
69
Foundations Investment Advisors
Arizona
$1.23M +$168K +3,587 +15%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.17M +$51.4K +1,100 +4%
FFN
71
Focus Financial Network
Minnesota
$1.16M +$125K +2,680 +12%
FS
72
Ferguson Shapiro
Georgia
$1.02M +$839K +17,958 +424%
BCM
73
Brookstone Capital Management
Illinois
$936K +$115K +2,471 +14%
HS
74
Horan Securities
United States
$936K +$411K +8,799 +76%
SPC
75
Sigma Planning Corp
Michigan
$912K +$238K +5,103 +35%