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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

36 hedge funds and large institutions have $1.38B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

24% more funds holding

Funds holding: 2936 (+7)

7% more capital invested

Capital invested by funds: $1.29B → $1.38B (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.55% less ownership

Funds ownership: 97.39%96.84% (-0.55%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
17
Reduced
6
Closed
2
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$918M +$6.94M +149,880 +0.8%
Charles Schwab
2
Charles Schwab
California
$278M +$33.5M +723,993 +14%
USAA
3
United Services Automobile Association
Texas
$96.8M
AF
4
Allworth Financial
California
$25.4M +$847K +18,274 +3%
GA
5
Goldstein Advisors
Wisconsin
$20.9M +$471K +10,173 +2%
Jane Street
6
Jane Street
New York
$9.87M +$9.79M +211,402 New
Morgan Stanley
7
Morgan Stanley
New York
$6.63M +$824K +17,788 +14%
Bank of America
8
Bank of America
North Carolina
$4.63M +$2.2M +47,547 +92%
RJA
9
Raymond James & Associates
Florida
$2.98M +$524K +11,318 +22%
LPL Financial
10
LPL Financial
California
$2.33M +$596K +12,855 +35%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.24M -$1.94M -41,801 -47%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M +$1.64M +35,442 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.49M +$1.48M +31,858 New
TFA
14
Toth Financial Advisory
Virginia
$1.3M +$387K +8,361 +43%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.03M +$751K +16,201 +277%
TFS
16
Thoroughbred Financial Services
Tennessee
$912K -$16.2K -349 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$871K +$25.9K +560 +3%
SFG
18
Sovereign Financial Group
Connecticut
$714K +$2.22K +48 +0.3%
AWM
19
Aspire Wealth Management
Massachusetts
$688K +$544K +11,744 +391%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$516K +$110K +2,373 +27%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$419K -$29.5K -636 -7%
SPC
22
Sigma Planning Corp
Michigan
$371K +$1.81K +39 +0.5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$359K +$356K +7,690 New
Osaic Holdings
24
Osaic Holdings
Arizona
$280K +$190K +4,100 +215%
HighTower Advisors
25
HighTower Advisors
Illinois
$278K +$277K +5,984 New