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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
BlackRock
76
BlackRock
New York
$896K +$911K +19,500 New
RWA
77
Redhawk Wealth Advisors
Minnesota
$895K -$636K -13,606 -41%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$889K +$459K +9,824 +103%
CWM
79
Cornerstone Wealth Management
Missouri
$743K +$45.2K +967 +6%
NG
80
Novem Group
New York
$733K +$746K +15,957 New
CB
81
Chris Bulman
California
$677K +$256K +5,473 +59%
SA
82
Sanctuary Advisors
Indiana
$654K +$137K +2,923 +26%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$647K -$128K -2,747 -16%
GAM
84
Gotham Asset Management
New York
$598K
SFG
85
Sovereign Financial Group
Connecticut
$542K +$3.32K +71 +0.6%
KFC
86
Klingenstein Fields & Co
New York
$531K +$17.1K +366 +3%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$518K +$527K +11,281 New
MGWM
88
Marks Group Wealth Management
Minnesota
$491K +$74K +1,583 +17%
PGAM
89
Princeton Global Asset Management
New Jersey
$452K +$175K +3,739 +61%
Comerica Bank
90
Comerica Bank
Texas
$429K +$60.1K +1,287 +16%
GA
91
Goldstein Advisors
Wisconsin
$428K -$16.1K -345 -4%
KFGK
92
Keystone Financial Group (Kentucky)
Kentucky
$426K +$46.5K +995 +12%
Creative Planning
93
Creative Planning
Kansas
$417K +$200K +4,275 +89%
AWM
94
Avaii Wealth Management
Wisconsin
$388K +$67.9K +1,453 +21%
PPP
95
Private Portfolio Partners
New Jersey
$333K -$24.6K -526 -7%
BCA
96
Bay Colony Advisors
Massachusetts
$312K -$49.9K -1,068 -14%
FHA
97
Flagship Harbor Advisors
Massachusetts
$312K +$78.7K +1,684 +33%
Betterment LLC
98
Betterment LLC
New York
$307K -$351K -7,505 -53%
PWM
99
Perigon Wealth Management
California
$246K +$250K +5,360 New
AAS
100
Ameritas Advisory Services
Nebraska
$246K +$250K +5,342 New