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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

131 hedge funds and large institutions have $2.32B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

184% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $2.1B → $2.32B (+$216M)

7% more funds holding

Funds holding: 122131 (+9)

3.44% more ownership

Funds ownership: 89.57%93.01% (+3.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.72%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
15
Increased
71
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$377K +$141 +3 +0%
AQR Capital Management
102
AQR Capital Management
Connecticut
$337K
IC
103
IEQ Capital
California
$337K
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$304K +$301K +6,401 New
ZI
105
ZEGA Investments
Florida
$286K -$162K -3,430 -36%
Betterment LLC
106
Betterment LLC
New York
$285K +$20.2K +429 +8%
GRP
107
Global Retirement Partners
California
$267K +$30.6K +650 +13%
CAM
108
Concorde Asset Management
Michigan
$257K +$254K +5,391 New
JWCA
109
J.W. Cole Advisors
Florida
$253K +$13.7K +290 +6%
CAC
110
Certified Advisory Corp
Florida
$235K +$2.21K +47 +1%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$223K
FFA
112
Fortune Financial Advisors
Kansas
$219K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$194K
PB
114
Pinnacle Bancorp
Nebraska
$147K
MAS
115
MPWM Advisory Solutions
Georgia
$143K -$44.5K -944 -24%
PTC
116
Private Trust Company
Ohio
$138K
FFA
117
Farther Finance Advisors
California
$98.7K -$71.1K -1,509 -42%
AAS
118
Ameritas Advisory Services
Nebraska
$89.6K -$231K -4,911 -72%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$52.3K +$51.8K +1,100 New
CAL
120
Capital Analysts LLC
Pennsylvania
$52K +$188 +4 +0.4%
PS
121
Principal Securities
Iowa
$43.1K +$42.8K +908 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$40.5K +$40.1K +852 New
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$33.2K +$32.9K +699 New
HIA
124
Harbor Investment Advisory
Maryland
$25.1K
WTC
125
WhitTier Trust Company
Nevada
$16.7K