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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

108 hedge funds and large institutions have $1.97B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
22
Increased
54
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.8M
2
Jane Street
2
Jane Street
New York
$31.6M
3
MW
3
MBL Wealth
North Carolina
$20.6M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$15M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$11.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$843M
2
FSA
2
Financial Services Advisory
Maryland
$968K
3
RA
3
Riversedge Advisors
Delaware
$25M
4
Charles Schwab
4
Charles Schwab
California
$303M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$843M 18,332,879 -1,159,143 -6%
Charles Schwab
2
Charles Schwab
California
$303M 6,591,779 -71,948 -1%
USAA
3
United Services Automobile Association
Texas
$106M 2,305,226 +108,558 +5%
OPS
4
Orion Portfolio Solutions
Nebraska
$75.6M 1,642,856 -60,174 -4%
BCI
5
Brinker Capital Investments
Pennsylvania
$75.6M 1,642,856 -60,174 -4%
Morgan Stanley
6
Morgan Stanley
New York
$70.8M 1,539,609 +617,015 +67%
BWL
7
Bogart Wealth LLC
Virginia
$58.3M 1,266,288 +16,059 +1%
Jane Street
8
Jane Street
New York
$31.6M 686,915 +570,920 +492%
RA
9
Riversedge Advisors
Delaware
$25M 543,277 -82,072 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$24M 522,335 +44,238 +9%
ACG
11
Allen Capital Group
Nebraska
$22.2M 482,237 +10,793 +2%
AWAP
12
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$20.9M 455,115 +5,786 +1%
MW
13
MBL Wealth
North Carolina
$20.6M 447,923 +447,923 New
AF
14
Allworth Financial
California
$19.6M 421,207 +21,391 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$18.4M 399,630 +67,211 +20%
Bank of America
16
Bank of America
North Carolina
$18.2M 395,162 +54,972 +16%
LPL Financial
17
LPL Financial
California
$17.3M 376,684 +157,096 +72%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$16.2M 352,289 +35,772 +11%
NAS
19
Nicolet Advisory Services
Wisconsin
$15M 323,149 +323,149 New
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$12.1M 262,267 +180,614 +221%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$11.4M 243,196 +243,196 New
AEPWM
22
Atlantic Edge Private Wealth Management
Florida
$10.7M 233,469 -411 -0.2%
HCA
23
Horan Capital Advisors
Ohio
$9.27M 201,552 +3,111 +2%
Truist Financial
24
Truist Financial
North Carolina
$9.05M 196,787 +5,326 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.48M 184,239 +19,184 +12%
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