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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 %
BlackRock
76
BlackRock
New York
$896K 19,500 +19,500 New
RWA
77
Redhawk Wealth Advisors
Minnesota
$895K 19,481 -13,606 -41%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$889K 19,342 +9,824 +103%
CWM
79
Cornerstone Wealth Management
Missouri
$743K 16,168 +967 +6%
NG
80
Novem Group
New York
$733K 15,957 +15,957 New
CB
81
Chris Bulman
California
$677K 14,721 +5,473 +59%
SA
82
Sanctuary Advisors
Indiana
$654K 14,144 +2,923 +26%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$647K 14,080 -2,747 -16%
GAM
84
Gotham Asset Management
New York
$598K 13,022 – –
SFG
85
Sovereign Financial Group
Connecticut
$542K 11,788 +71 +0.6%
KFC
86
Klingenstein Fields & Co
New York
$531K 11,545 +366 +3%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$518K 11,281 +11,281 New
MGWM
88
Marks Group Wealth Management
Minnesota
$491K 10,676 +1,583 +17%
PGAM
89
Princeton Global Asset Management
New Jersey
$452K 9,836 +3,739 +61%
Comerica Bank
90
Comerica Bank
Texas
$429K 9,324 +1,287 +16%
GA
91
Goldstein Advisors
Wisconsin
$428K 9,319 -345 -4%
KFGK
92
Keystone Financial Group (Kentucky)
Kentucky
$426K 9,267 +995 +12%
Creative Planning
93
Creative Planning
Kansas
$417K 9,082 +4,275 +89%
AWM
94
Avaii Wealth Management
Wisconsin
$388K 8,432 +1,453 +21%
PPP
95
Private Portfolio Partners
New Jersey
$333K 7,238 -526 -7%
BCA
96
Bay Colony Advisors
Massachusetts
$312K 6,794 -1,068 -14%
FHA
97
Flagship Harbor Advisors
Massachusetts
$312K 6,790 +1,684 +33%
Betterment LLC
98
Betterment LLC
New York
$307K 6,675 -7,505 -53%
PWM
99
Perigon Wealth Management
California
$246K 5,360 +5,360 New
AAS
100
Ameritas Advisory Services
Nebraska
$246K 5,342 +5,342 New
2 3
4
5 6