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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

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.

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.57%
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
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36M
2
LPL Financial
2
LPL Financial
California
$57.6M
3
BWL
3
Bogart Wealth LLC
Virginia
$80.9M
4
Wells Fargo
4
Wells Fargo
California
$22.9M
5
PCMC
5
Private Capital Management (Colorado)
Colorado
$28.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.32M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.91M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Charles Schwab
4
Charles Schwab
California
$297M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
JJBC
51
James J. Burns & Company
New York
$3.32M 72,330 +2,270 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.52M 54,838 -476 -0.9%
AWP
53
Axis Wealth Partners
Rhode Island
$2.07M 44,968 +44,968 New
NW
54
NewEdge Wealth
Pennsylvania
$1.98M 43,169 +470 +1%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.91M 41,526 -281,580 -87%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.89M 41,159 +41,159 New
DWP
57
Daymark Wealth Partners
Ohio
$1.84M 39,996 +842 +2%
Stifel Financial
58
Stifel Financial
Missouri
$1.79M 38,979 -24,759 -39%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.73M 37,086 +8,091 +28%
VA
60
Valmark Advisers
Ohio
$1.48M 32,304 +1,263 +4%
CFGS
61
Concourse Financial Group Securities
Alabama
$1.48M 32,162 -867 -3%
KPWS
62
Kestra Private Wealth Services
Texas
$1.46M 31,868 +31,868 New
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M 31,118 -111,209 -78%
SPG
64
Strategic Planning Group
Utah
$1.36M 29,609 +6,653 +29%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.36M 29,523 +10,853 +58%
ASN
66
Advisory Services Network
Georgia
$1.31M 28,599 -11,202 -28%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.3M 28,224 +886 +3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.25M 27,294 +13,611 +99%
FIA
69
Foundations Investment Advisors
Arizona
$1.23M 26,792 +3,587 +15%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.17M 25,551 +1,100 +4%
FFN
71
Focus Financial Network
Minnesota
$1.16M 25,131 +2,680 +12%
FS
72
Ferguson Shapiro
Georgia
$1.02M 22,191 +17,958 +424%
BCM
73
Brookstone Capital Management
Illinois
$936K 20,358 +2,471 +14%
HS
74
Horan Securities
United States
$936K 20,358 +8,799 +76%
SPC
75
Sigma Planning Corp
Michigan
$912K 19,847 +5,103 +35%
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