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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

115 hedge funds and large institutions have $2.17B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.66%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.25%
New
16
Increased
65
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
PCMC
2
Private Capital Management (Colorado)
Colorado
$15.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.5M
4
LPL Financial
4
LPL Financial
California
$28.8M
5
FSA
5
Financial Services Advisory
Maryland
$10.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.77M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
FHC
3
First Heartland Consultants
Missouri
$221K
4
USAA
4
United Services Automobile Association
Texas
$103M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$876M 18,286,734 -46,145 -0.3%
Charles Schwab
2
Charles Schwab
California
$315M 6,572,404 -19,375 -0.3%
USAA
3
United Services Automobile Association
Texas
$103M 2,154,495 -150,731 -7%
Morgan Stanley
4
Morgan Stanley
New York
$101M 2,111,857 +572,248 +37%
BCI
5
Brinker Capital Investments
Pennsylvania
$75.4M 1,572,636 -70,220 -4%
OPS
6
Orion Portfolio Solutions
Nebraska
$75.4M 1,572,636 -70,220 -4%
BWL
7
Bogart Wealth LLC
Virginia
$61.6M 1,286,125 +19,837 +2%
RA
8
Riversedge Advisors
Delaware
$31.9M 665,386 +122,109 +22%
LPL Financial
9
LPL Financial
California
$28.8M 601,895 +225,211 +60%
Bank of America
10
Bank of America
North Carolina
$25.9M 540,536 +145,374 +37%
MW
11
MBL Wealth
North Carolina
$24.6M 512,997 +65,074 +15%
ACG
12
Allen Capital Group
Nebraska
$24.5M 511,288 +29,051 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$23.8M 497,458 -24,877 -5%
AWAP
14
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$23.7M 495,032 +39,917 +9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$22.5M 468,634 +69,004 +17%
AF
16
Allworth Financial
California
$21.5M 448,445 +27,238 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$18.5M 386,591 +34,302 +10%
NAS
18
Nicolet Advisory Services
Wisconsin
$16.4M 343,261 +20,112 +6%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$16.2M 346,932 +84,665 +32%
RJA
20
Raymond James & Associates
Florida
$16.2M 337,094 +161,474 +92%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$15.5M 323,106 +266,976 +476%
PCMC
22
Private Capital Management (Colorado)
Colorado
$15.1M 315,537 +276,435 +707%
AEPWM
23
Atlantic Edge Private Wealth Management
Florida
$11.8M 246,564 +13,095 +6%
Truist Financial
24
Truist Financial
North Carolina
$10.3M 215,390 +18,603 +9%
HCA
25
Horan Capital Advisors
Ohio
$10.2M 212,647 +11,095 +6%
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