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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
MWM
101
Mission Wealth Management
California
$225K
FFA
102
Fortune Financial Advisors
Kansas
$212K +$215K +4,604 New
TFS
103
Thoroughbred Financial Services
Tennessee
$201K +$1.45K +31 +0.7%
MAS
104
MPWM Advisory Solutions
Georgia
$189K +$193K +4,123 New
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$167K -$33.4K -714 -16%
WCM
106
WealthTrak Capital Management
Virginia
$122K +$124K +2,661 New
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$108K +$59.3K +1,270 +117%
GRP
108
Global Retirement Partners
California
$34K +$34.5K +739 New
TRCT
109
Tower Research Capital (TRC)
New York
$24.6K +$25K +536 New
ZRP
110
Zynergy Retirement Planning
New Jersey
$23.6K
IWP
111
IAG Wealth Partners
Wisconsin
$21.7K
WTC
112
WhitTier Trust Company
Nevada
$16.1K
HIA
113
Harbor Investment Advisory
Maryland
$13.4K
SPIA
114
Steward Partners Investment Advisory
New York
$9.19K
GWSG
115
GPS Wealth Strategies Group
Colorado
$7.58K
SIS
116
Sound Income Strategies
Florida
$6.89K +$7.01K +150 New
PS
117
Principal Securities
Iowa
$1.1K +$1.12K +24 New
Citigroup
118
Citigroup
New York
$552 +$561 +12 New
Prudential Financial
119
Prudential Financial
New Jersey
-$6.62M -138,072 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$4.47M -93,185 Closed
LS
121
Leelyn Smith
Illinois
-$2.6M -54,143 Closed
Corient Private Wealth
122
Corient Private Wealth
Florida
-$531K -11,073 Closed
FTUS
123
Flow Traders U.S.
New York
-$303K -6,313 Closed
HighTower Advisors
124
HighTower Advisors
Illinois
-$250K -5,222 Closed
FHC
125
First Heartland Consultants
Missouri
-$221K -4,605 Closed