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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

20 hedge funds and large institutions have $866M invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

31% more capital invested

Capital invested by funds: $662M → $866M (+$204M)

7.61% more ownership

Funds ownership: 89.15%96.76% (+7.6%)

5% less funds holding

Funds holding: 2120 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$549M +$187M +3,506,000 +52%
Charles Schwab
2
Charles Schwab
California
$200M +$8.76M +164,286 +5%
USAA
3
United Services Automobile Association
Texas
$80.1M
Morgan Stanley
4
Morgan Stanley
New York
$24.4M +$1.13M +21,152 +5%
TFA
5
Toth Financial Advisory
Virginia
$3.9M -$234K -4,393 -6%
TFS
6
Thoroughbred Financial Services
Tennessee
$1.36M +$915K +17,160 +212%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.12M +$623K +11,675 +127%
SFG
8
Sovereign Financial Group
Connecticut
$1.06M
KWM
9
Kingsview Wealth Management
Oregon
$926K +$6.88K +129 +0.8%
FTUS
10
Flow Traders U.S.
New York
$792K +$786K +14,732 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$731K -$8.7K -163 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$689K -$13.7K -256 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$652K +$86.5K +1,621 +15%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$612K -$12.9K -242 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$551K -$344K -6,442 -39%
Bank of America
16
Bank of America
North Carolina
$269K +$3.41K +64 +1%
UBS Group
17
UBS Group
Switzerland
$265K +$139K +2,611 +113%
Osaic Holdings
18
Osaic Holdings
Arizona
$165K -$54.1K -1,014 -25%
GWM
19
Geneos Wealth Management
Colorado
$29K
Jane Street
20
Jane Street
New York
-$6.63M -125,294 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$894K -16,905 Closed