We are live on ! Find out more
UITB icon

Victory Portfolios II VictoryShares Core Intermediate Bond ETF

115 hedge funds and large institutions have $2.14B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 29

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less capital invested

Capital invested by funds: $2.21B → $2.14B (-$64.3M)

3% less funds holding

Funds holding: 118115 (-3)

3.73% less ownership

Funds ownership: 93.24%89.52% (-3.7%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
1.54%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.24%
New
14
Increased
62
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$848M -$10.4M -223,526 -1%
Charles Schwab
2
Charles Schwab
California
$263M -$39.2M -846,095 -13%
Morgan Stanley
3
Morgan Stanley
New York
$139M +$30.5M +657,977 +28%
USAA
4
United Services Automobile Association
Texas
$114M +$12.4M +266,696 +12%
BWL
5
Bogart Wealth LLC
Virginia
$84.6M +$1.92M +41,389 +2%
LPL Financial
6
LPL Financial
California
$73.6M +$14.6M +314,984 +25%
Raymond James Financial
7
Raymond James Financial
Florida
$43.9M +$7.05M +152,158 +19%
Bank of America
8
Bank of America
North Carolina
$41.2M +$2.09M +45,043 +5%
ACG
9
Allen Capital Group
Nebraska
$36.4M +$10.7M +230,153 +42%
SC
10
SouthState Corp
Florida
$36.2M +$35.8M +771,747 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$30.1M +$5.91M +127,436 +25%
Wells Fargo
12
Wells Fargo
California
$28.1M +$4.66M +100,455 +20%
MW
13
MBL Wealth
North Carolina
$27.6M +$1.48M +31,946 +6%
AF
14
Allworth Financial
California
$25.2M +$1.06M +22,823 +4%
AWAP
15
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$23.5M +$303K +6,531 +1%
PVI
16
Pine Valley Investments
New Jersey
$20.6M +$7.37M +158,982 +57%
NDSI
17
Newman Dignan & Sheerar Inc
Rhode Island
$18.9M +$2.29M +49,486 +14%
HCA
18
Horan Capital Advisors
Ohio
$15.9M +$194K +4,189 +1%
NAS
19
Nicolet Advisory Services
Wisconsin
$15.9M -$352K -7,583 -2%
SIG
20
Sargent Investment Group
Maryland
$15.8M +$2.99M +64,554 +24%
AEPWM
21
Atlantic Edge Private Wealth Management
Florida
$11.9M +$99.2K +2,139 +0.8%
PD
22
Planning Directions
Pennsylvania
$10.7M +$548K +11,828 +5%
Truist Financial
23
Truist Financial
North Carolina
$9.99M -$635K -13,695 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.16M -$111K -2,399 -1%
CFD
25
Creative Financial Designs
Indiana
$8.64M +$76.4K +1,648 +0.9%