We are live on ! Find out more
UITB icon

Victory Portfolios II VictoryShares Core Intermediate Bond ETF

20 hedge funds and large institutions have $613M invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

39% more capital invested

Capital invested by funds: $441M → $613M (+$172M)

5% more funds holding

Funds holding: 1920 (+1)

0.71% more ownership

Funds ownership: 94.2%94.92% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
11
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$237M +$169M +3,120,500 +254%
Charles Schwab
2
Charles Schwab
California
$204M -$9.46M -174,388 -4%
USAA
3
United Services Automobile Association
Texas
$131M
Morgan Stanley
4
Morgan Stanley
New York
$21.5M +$4.07M +75,015 +23%
Jane Street
5
Jane Street
New York
$6.11M +$3.54M +65,139 +139%
TFA
6
Toth Financial Advisory
Virginia
$4M +$326K +6,015 +9%
FTUS
7
Flow Traders U.S.
New York
$2.15M +$2.14M +39,459 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.8M +$670K +12,346 +60%
SFG
9
Sovereign Financial Group
Connecticut
$1.06M +$1.06M +19,535 New
KWM
10
Kingsview Wealth Management
Oregon
$976K +$67.8K +1,250 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$865K +$56.7K +1,044 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$699K -$651 -12 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$691K +$92.6K +1,707 +16%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$552K +$21.8K +401 +4%
Bank of America
15
Bank of America
North Carolina
$312K -$693K -12,769 -69%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$261K -$906K -16,701 -78%
Osaic Holdings
17
Osaic Holdings
Arizona
$247K -$1.93M -35,480 -89%
UBS Group
18
UBS Group
Switzerland
$193K +$97K +1,788 +102%
Wells Fargo
19
Wells Fargo
California
$38K +$37.8K +696 +69,600%
GWM
20
Geneos Wealth Management
Colorado
$29K -$40.1K -738 -57%
LPL Financial
21
LPL Financial
California
-$306K -5,650 Closed