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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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$210K +$207K +4,375 New
TFS
102
Thoroughbred Financial Services
Tennessee
$208K -$22.9K -485 -10%
FS
103
Ferguson Shapiro
Georgia
$203K -$67.1K -1,418 -25%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$52.2K
EWA
105
EverSource Wealth Advisors
Alabama
$46.7K +$284 +6 +0.6%
MCM
106
MV Capital Management
Maryland
$40.3K
GWM
107
Geneos Wealth Management
Colorado
$26.4K
ZRP
108
Zynergy Retirement Planning
New Jersey
$23.6K
IWP
109
IAG Wealth Partners
Wisconsin
$22.6K
WTC
110
WhitTier Trust Company
Nevada
$16.8K
HIA
111
Harbor Investment Advisory
Maryland
$14K
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$10K
SPIA
113
Steward Partners Investment Advisory
New York
$9.59K -$108K -2,292 -92%
GWSG
114
GPS Wealth Strategies Group
Colorado
$7.91K
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.03K +$4.97K +105 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
-$11.4M -243,196 Closed
KAS
117
Kestra Advisory Services
Texas
-$304K -6,605 Closed
WPC
118
Wedmont Private Capital
Pennsylvania
-$300K -6,446 Closed
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
-$234K -5,043 Closed
MBFW
120
Morton Brown Family Wealth
Pennsylvania
-$29.9K -642 Closed
ACA
121
Aptus Capital Advisors
Alabama
-$5.61K -122 Closed
HWA
122
HHM Wealth Advisors
Tennessee
-$3.68K -80 Closed
GLR
123
Great Lakes Retirement
Ohio
-$2.46K -53 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
-$46 -1 Closed