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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

43 hedge funds and large institutions have $1.4B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more funds holding

Funds holding: 3643 (+7)

1% more capital invested

Capital invested by funds: $1.38B → $1.4B (+$15.4M)

0.61% less ownership

Funds ownership: 96.84%96.23% (-0.61%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
20
Reduced
6
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$907M +$1.01M +21,673 +0.1%
Charles Schwab
2
Charles Schwab
California
$270M -$5.21M -112,265 -2%
USAA
3
United Services Automobile Association
Texas
$96.9M +$1.31M +28,218 +1%
GA
4
Goldstein Advisors
Wisconsin
$29.3M +$8.78M +189,053 +42%
AF
5
Allworth Financial
California
$25M -$30.8K -664 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$10.9M +$4.44M +95,675 +67%
AWAP
7
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$10.6M +$10.7M +231,202 New
ACG
8
Allen Capital Group
Nebraska
$8.83M +$8.9M +191,688 New
Bank of America
9
Bank of America
North Carolina
$7.46M +$2.91M +62,689 +63%
LPL Financial
10
LPL Financial
California
$4.41M +$2.12M +45,751 +91%
RJA
11
Raymond James & Associates
Florida
$3.42M +$490K +10,563 +17%
FHC
12
First Heartland Consultants
Missouri
$3.37M +$3.4M +73,122 New
Jane Street
13
Jane Street
New York
$3.26M -$6.53M -140,671 -67%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$2.26M +$635K +13,670 +39%
TFA
15
Toth Financial Advisory
Virginia
$1.52M +$237K +5,107 +18%
CAN
16
Cetera Advisor Networks
California
$1.19M +$1.2M +25,901 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.02M +$7.75K +167 +0.8%
ASN
18
Advisory Services Network
Georgia
$999K +$1.01M +21,688 New
Osaic Holdings
19
Osaic Holdings
Arizona
$938K +$667K +14,364 +239%
AWM
20
Aspire Wealth Management
Massachusetts
$844K +$166K +3,581 +24%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$834K -$26K -561 -3%
TFS
22
Thoroughbred Financial Services
Tennessee
$686K -$216K -4,654 -24%
Creative Planning
23
Creative Planning
Kansas
$643K +$648K +13,959 New
SFG
24
Sovereign Financial Group
Connecticut
$626K -$78.5K -1,690 -11%
HighTower Advisors
25
HighTower Advisors
Illinois
$533K +$259K +5,582 +93%