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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

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.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.66%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.25%
New
16
Increased
65
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
PCMC
2
Private Capital Management (Colorado)
Colorado
$15.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.5M
4
LPL Financial
4
LPL Financial
California
$28.8M
5
FSA
5
Financial Services Advisory
Maryland
$10.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.77M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
FHC
3
First Heartland Consultants
Missouri
$221K
4
USAA
4
United Services Automobile Association
Texas
$103M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$210K 4,375 +4,375 New
TFS
102
Thoroughbred Financial Services
Tennessee
$208K 4,349 -485 -10%
FS
103
Ferguson Shapiro
Georgia
$203K 4,233 -1,418 -25%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$52.2K 1,090 – –
EWA
105
EverSource Wealth Advisors
Alabama
$46.7K 974 +6 +0.6%
MCM
106
MV Capital Management
Maryland
$40.3K 840 – –
GWM
107
Geneos Wealth Management
Colorado
$26.4K 550 – –
ZRP
108
Zynergy Retirement Planning
New Jersey
$23.6K 492 – –
IWP
109
IAG Wealth Partners
Wisconsin
$22.6K 472 – –
WTC
110
WhitTier Trust Company
Nevada
$16.8K 350 – –
HIA
111
Harbor Investment Advisory
Maryland
$14K 292 – –
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$10K 210 – –
SPIA
113
Steward Partners Investment Advisory
New York
$9.59K 200 -2,292 -92%
GWSG
114
GPS Wealth Strategies Group
Colorado
$7.91K 165 – –
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.03K 105 +105 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
– – -243,196 Closed
KAS
117
Kestra Advisory Services
Texas
– – -6,605 Closed
WPC
118
Wedmont Private Capital
Pennsylvania
– – -6,446 Closed
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
– – -5,043 Closed
MBFW
120
Morton Brown Family Wealth
Pennsylvania
– – -642 Closed
ACA
121
Aptus Capital Advisors
Alabama
– – -122 Closed
HWA
122
HHM Wealth Advisors
Tennessee
– – -80 Closed
GLR
123
Great Lakes Retirement
Ohio
– – -53 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
– – -1 Closed
Simplex Trading
125
Simplex Trading
Illinois
– – – –
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5