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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

29 hedge funds and large institutions have $1.29B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more funds holding

Funds holding: 2829 (+1)

5% more capital invested

Capital invested by funds: $1.23B → $1.29B (+$55.6M)

1.05% less ownership

Funds ownership: 98.44%97.39% (-1%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
12
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$888M -$19.8M -437,719 -2%
Charles Schwab
2
Charles Schwab
California
$238M +$31.9M +703,965 +16%
USAA
3
United Services Automobile Association
Texas
$94.4M +$1.19M +26,288 +1%
AF
4
Allworth Financial
California
$23.9M +$2.38M +52,568 +11%
GA
5
Goldstein Advisors
Wisconsin
$19.9M +$19.8M +437,137 New
Morgan Stanley
6
Morgan Stanley
New York
$5.65M +$461K +10,168 +9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.08M +$2.33M +51,348 +134%
RJA
8
Raymond James & Associates
Florida
$2.39M +$2.38M +52,486 New
Bank of America
9
Bank of America
North Carolina
$2.35M +$2.13M +47,122 +1,015%
LPL Financial
10
LPL Financial
California
$1.69M +$1.28M +28,240 +316%
TFS
11
Thoroughbred Financial Services
Tennessee
$905K -$275K -6,070 -23%
TFA
12
Toth Financial Advisory
Virginia
$889K +$272K +6,004 +44%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$824K -$46.5K -1,026 -5%
SFG
14
Sovereign Financial Group
Connecticut
$693K +$12.8K +282 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$438K -$190K -4,189 -30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$394K -$31.5K -695 -7%
CAN
17
Cetera Advisor Networks
California
$368K -$133K -2,936 -27%
SPC
18
Sigma Planning Corp
Michigan
$360K +$358K +7,905 New
Mariner
19
Mariner
Kansas
$311K -$45.7K -1,010 -13%
MML Investors Services
20
MML Investors Services
Massachusetts
$266K +$265K +5,853 New
AWM
21
Aspire Wealth Management
Massachusetts
$137K +$136K +3,007 New
IWP
22
IAG Wealth Partners
Wisconsin
$121K +$121K +2,661 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$105K -$415K -9,166 -80%
Osaic Holdings
24
Osaic Holdings
Arizona
$87K +$75.4K +1,665 +685%
GWM
25
Geneos Wealth Management
Colorado
$49K +$23.9K +528 +96%