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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$656K +$624K +13,192 +2,687%
GAM
77
Gotham Asset Management
New York
$624K +$187K +3,961 +44%
SFG
78
Sovereign Financial Group
Connecticut
$562K +$520 +11 +0.1%
HS
79
Horan Securities
United States
$554K +$27.3K +577 +5%
KFC
80
Klingenstein Fields & Co
New York
$536K +$28.4K +601 +6%
Corient Private Wealth
81
Corient Private Wealth
Florida
$531K -$14.6K -309 -3%
SA
82
Sanctuary Advisors
Indiana
$520K +$531K +11,221 New
GA
83
Goldstein Advisors
Wisconsin
$463K -$113K -2,388 -20%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$458K +$103K +2,186 +30%
CB
85
Chris Bulman
California
$443K +$438K +9,248 New
MGWM
86
Marks Group Wealth Management
Minnesota
$436K -$4.12K -87 -0.9%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$396K +$391K +8,272 New
Comerica Bank
88
Comerica Bank
Texas
$385K +$323K +6,823 +562%
BCA
89
Bay Colony Advisors
Massachusetts
$377K -$304K -6,431 -45%
PPP
90
Private Portfolio Partners
New Jersey
$372K -$8.42K -178 -2%
AWM
91
Avaii Wealth Management
Wisconsin
$334K +$67.3K +1,422 +26%
RJT
92
Raymond James Trust
Florida
$329K +$113K +2,398 +54%
FTUS
93
Flow Traders U.S.
New York
$303K -$1.06M -22,467 -78%
PGAM
94
Princeton Global Asset Management
New Jersey
$292K +$288K +6,097 New
HighTower Advisors
95
HighTower Advisors
Illinois
$250K -$35K -740 -12%
FHA
96
Flagship Harbor Advisors
Massachusetts
$245K +$242K +5,106 New
MWM
97
Mission Wealth Management
California
$234K +$231K +4,889 New
Creative Planning
98
Creative Planning
Kansas
$230K -$29K -613 -11%
FHC
99
First Heartland Consultants
Missouri
$221K -$10.9M -229,545 -98%
FFG
100
Fortem Financial Group
California
$217K -$2.6M -54,905 -92%