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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

29 hedge funds and large institutions have $1.25B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.17B → $1.25B (+$79.2M)

6.15% more ownership

Funds ownership: 96.97%103.11% (+6.1%)

4% more funds holding

Funds holding: 2829 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
11
Reduced
13
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$939M +$185M +3,619,250 +23%
Charles Schwab
2
Charles Schwab
California
$163M -$6.07M -118,616 -3%
USAA
3
United Services Automobile Association
Texas
$88.4M +$4.69M +91,689 +5%
Morgan Stanley
4
Morgan Stanley
New York
$21.7M -$1.5M -29,349 -6%
Jane Street
5
Jane Street
New York
$19.5M +$10.2M +199,366 +103%
F4L
6
Fortune 45 LLC
Louisiana
$2.19M -$1.38M -26,934 -38%
TFA
7
Toth Financial Advisory
Virginia
$1.81M -$1.59M -31,120 -46%
TFS
8
Thoroughbred Financial Services
Tennessee
$1.74M -$305K -5,955 -15%
Citadel Advisors
9
Citadel Advisors
Florida
$1.71M +$1.32M +25,779 +302%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.49M -$10.3K -202 -0.7%
CAN
11
Cetera Advisor Networks
California
$1.48M +$171K +3,341 +13%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.05M -$294K -5,748 -21%
SFG
13
Sovereign Financial Group
Connecticut
$855K -$139K -2,720 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$735K +$84K +1,641 +12%
KWM
15
Kingsview Wealth Management
Oregon
$631K +$40.3K +788 +7%
SWM
16
SeaCrest Wealth Management
New York
$554K +$3.89K +76 +0.7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$544K +$9.22K +180 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$522K -$32.8K -641 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$507K -$1.28K -25 -0.2%
HighTower Advisors
20
HighTower Advisors
Illinois
$380K -$59.4K -1,161 -13%
Bank of America
21
Bank of America
North Carolina
$242K +$3.99K +78 +2%
CSIA
22
Charles Schwab Investment Advisory
California
$225K +$231K +4,515 New
OMC
23
Old Mission Capital
Illinois
$204K +$210K +4,100 New
Osaic Holdings
24
Osaic Holdings
Arizona
$144K -$78.1K -1,525 -35%
UBS Group
25
UBS Group
Switzerland
$69K +$30.6K +597 +76%