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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

29 hedge funds and large institutions have $1.2B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2929 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less capital invested

Capital invested by funds: $1.25B → $1.2B (-$52.1M)

6.45% less ownership

Funds ownership: 103.11%96.66% (-6.5%)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
8
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$932M +$8.29M +173,250 +0.9%
Charles Schwab
2
Charles Schwab
California
$149M -$5.68M -118,620 -4%
USAA
3
United Services Automobile Association
Texas
$84.9M +$936K +19,556 +1%
AF
4
Allworth Financial
California
$11.9M +$12M +251,345 New
Morgan Stanley
5
Morgan Stanley
New York
$4.81M -$16M -333,821 -77%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.33M +$926K +19,340 +65%
Citadel Advisors
7
Citadel Advisors
Florida
$1.71M +$86.3K +1,802 +5%
TFS
8
Thoroughbred Financial Services
Tennessee
$1.3M -$363K -7,582 -22%
TFA
9
Toth Financial Advisory
Virginia
$1.09M -$644K -13,445 -37%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$992K -$6.75K -141 -0.7%
SFG
11
Sovereign Financial Group
Connecticut
$808K -$4.79K -100 -0.6%
F4L
12
Fortune 45 LLC
Louisiana
$742K -$1.36M -28,335 -64%
SWM
13
SeaCrest Wealth Management
New York
$528K +$1.48K +31 +0.3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$516K -$1K -21 -0.2%
CAN
15
Cetera Advisor Networks
California
$515K -$899K -18,784 -63%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$507K +$25.6K +535 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$500K -$200K -4,187 -28%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$474K -$22.2K -463 -4%
LPL Financial
19
LPL Financial
California
$338K +$342K +7,140 New
HighTower Advisors
20
HighTower Advisors
Illinois
$229K -$133K -2,784 -36%
Bank of America
21
Bank of America
North Carolina
$225K -$4.21K -88 -2%
UBS Group
22
UBS Group
Switzerland
$73K +$7.37K +154 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$59K -$78.8K -1,646 -57%
EWA
24
EverSource Wealth Advisors
Alabama
$43K +$43.4K +906 New
GWM
25
Geneos Wealth Management
Colorado
$26K