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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

78 hedge funds and large institutions have $1.79B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
24
Increased
30
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$915M 19,503,246 -228,953 -1%
Charles Schwab
2
Charles Schwab
California
$265M 5,657,603 -134,340 -2%
USAA
3
United Services Automobile Association
Texas
$103M 2,196,668 +48,925 +2%
OPS
4
Orion Portfolio Solutions
Nebraska
$81.6M 1,752,154 +1,752,154 New
BCI
5
Brinker Capital Investments
Pennsylvania
$81.6M 1,752,154 +1,752,154 New
Morgan Stanley
6
Morgan Stanley
New York
$69.9M 1,490,862 +905,890 +155%
GA
7
Goldstein Advisors
Wisconsin
$27.6M 588,065 -89,158 -13%
BWL
8
Bogart Wealth LLC
Virginia
$23.1M 492,906 +393,722 +397%
RA
9
Riversedge Advisors
Delaware
$22.5M 478,861 +478,861 New
Osaic Holdings
10
Osaic Holdings
Arizona
$21.7M 462,096 +427,117 +1,221%
ACG
11
Allen Capital Group
Nebraska
$20.7M 441,510 +12,189 +3%
AWAP
12
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$19.2M 409,356 +19,958 +5%
AF
13
Allworth Financial
California
$17.5M 372,516 -258,201 -41%
Bank of America
14
Bank of America
North Carolina
$13.6M 290,714 +75,153 +35%
CAN
15
Cetera Advisor Networks
California
$12.9M 275,691 +241,125 +698%
LPL Financial
16
LPL Financial
California
$8.63M 183,947 +76,926 +72%
RJA
17
Raymond James & Associates
Florida
$7.79M 166,111 +117,275 +240%
Truist Financial
18
Truist Financial
North Carolina
$6.37M 135,733 +57,335 +73%
FSA
19
Financial Services Advisory
Maryland
$5.5M 117,270 +117,270 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.35M 114,030 +26,997 +31%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$4.31M 91,772 +21,528 +31%
PFA
22
Pathway Financial Advisors
Vermont
$4.28M 91,336 +91,336 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.58M 76,316 -93,241 -55%
AF
24
Advisornet Financial
Minnesota
$3.33M 70,929 +48,991 +223%
SDH
25
Sloy Dahl & Holst
Washington
$3.13M 66,796 -914 -1%